3 Characteristics of MMT
What is Modern Monetary Theory (MMT) and what are the policy implications? PIMCO experts explain what a paradigm shift from monetary policy toward fiscal policy means for global economies.
What’s Behind the Latest Market Recovery
After a rough second half of 2018, we've seen a notable turnaround in 2019. How much longer can it last?
Even as Markets Surge, Should Investors Get Defensive?
There is a time to play offense, and there is a time to play defense. Global Fixed Income Co-CIO Charles Tan believes it’s time for the latter after witnessing a broad-based rally across risk markets, urging investors to use caution.
Where are Potential Bright Spots for Value Investors?
Despite the slowdown in global gross domestic product, global value equity portfolio manager Mike Liss believes a recession is unlikely. In this quarter’s outlook video, he shares sectors that provide what he thinks are good risk/reward profiles: medical devices and energy.
Global Economic Risks: Are They Diminishing?
Despite the first quarter market rally, Global & Non-U.S. Equity Portfolio Manager Brent Puff notes slowing global growth. What’s that mean? The pace of corporate profits is under pressure, which means a more difficult backdrop for equities.
Global Growth Equity: The Search for Sustainable Growth
Portfolio Manager Prabha Ram looks forward to “robust growth” in innovative companies this year. Her focus will be on companies that sustainable growth due to innovation, execution and net worth effects—and she highlights two that have her attention.
Looking Ahead: Three Market Scenarios
Will the global business-friendly environment continue, or will markets feel the pain of fiscal fade and protectionist policies? Josh Kutin, Head of Asset Allocation, North America, outlines the key scenarios.
MASTERCLASS: Small Caps - March 2019
Small caps stocks are off to a strong start this year after double digit losses in 2018. Knowing where we are in the debt cycle, two experts join together to discuss the possible outcomes for global small caps stocks and if 2019 will be any different. Joe Gubler - Quantitative Portfolio Manager of Causeway Capital Management Jay Kaplan - Portfolio Manager of Royce & Associates
Intro: Why Investors Should Care About Global Debt
Much of the the global and the US domestic environment demonstrate uncertainty. Marc Odo, Client Portfolio Manager of Swan Global sits down to discuss the areas which are most concerning in this unstable space.
ETFs in Ireland and Other European Markets Post Brexit
Brian Higgins, Partner, Asset Management and Investment Funds of Dillon Eustace discuss the importance of ETFs in Ireland, having access to UK and other European markets post Brexit, and the opportunities within the ETF regulatory space.
2019 Global ETF Investor Survey
In BBH's sixth annual global ETF survey, investors across the US, Europe, and Greater China ranked historical performance as one of the most important criteria when selecting an ETF. Ryan Sullivan, Senior Vice President at Brown Brothers Harriman, analyzes the 2019 survey, the importance of understanding the underlying mechanics of the ETF, and what to expect to see in the smart beta space.
New Product Development Opportunities in ETF Space
Matt Kaufman, Principal of Milliman Financial Risk Management discuss the evolution of the company, the importance of moving hedging strategies into funds, and the opportunities found in new product development.