Investing in Emerging Markets
In this white paper, Julian Mayo, Co-CIO at Charlemagne Capital, discusses the investment themes driving emerging markets today, and why previous underperformance has started to reverse. Please click here to read the white paper.
Higher Education Credit Commentary
In this commentary, Kelly Puls, a member of the Fixed Income Credit Research team, discusses the role of higher education in the municipal market and four key factors for evaluating higher education credit health: A low tuition growth environment Decreased state support Federal policy changes Level of student debt Please click here to read the commentary.
Early Stage Investing and Seed Fund Opportunity
Forward-thinking investors have recognized that a subset of the hedge fund industry – hedge fund seeding – offers a potential opportunity to benefit not just from attractive investment returns, but from the hedge fund industry’s growth as well. For those investors who believe that the hedge fund industry will continue to grow, the environment for […]
Donald Trump, Camelot, and the Ghost of the New Frontier
Jonathan E. Lewis, Fiera Capital Inc. Chief Investment Officer, shared a speech on January 5th at the Empire Club of Canada in Toronto. In his speech, Lewis explains how President Kennedy’s New Frontier offers us a historical parallel for the new Trump Administration. Please click here to view his speech, and here to read it.
Looking Ahead: Post-Election Assessment
Please click here to read the analysis by Carolyn N. Dolan, Executive Vice President and Head of Direct Client Investments, and Joseph A. Abraham, Senior Vice President of Direct Client Investments, on potential changes that the Trump administration’s pro-growth proposal may have on markets.
Bulletin: Preliminary Analysis of President-Elect Trump’s Proposed Policies
Please click here to read the analysis by Judy Wesalo Temel on the potential implications of the Trump Administration’s proposed policies for the municipal market.
Bulletin: Post-Election Market Reaction Continues
Please click here to read the analysis by Jonathan Lewis on the market’s continuing reaction to the presidential election.
Bulletin: Corporate Credit Reaction to New Political Landscape
Please click here to read the analysis by Miriam Legrand on the corporate credit market reaction to the changing US political landscape.
Bulletin: Post-Election Market Reaction
Please click here to read the analysis by Jonathan Lewis on the market’s reaction to the presidential election.
Please click here to read the analysis by Jonathan Lewis on the market’s reaction to central bank decisions.