Thought Leadership

High Grade Review and Outlook: 1st Quarter 2016

April 27, 2016

This commentary reviews the previous quarter and discusses our outlook and investment approach for the next quarter for our high quality taxable fixed income strategies for endowments, foundations and other non-taxable entities. Commentary Highlights: Although 2016 opened to a confluence of market concerns over slumping energy prices, defaulting energy loans, and decelerating Chinese growth, we […]

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Currency Bulletin

April 05, 2016

In this piece, CIO Jonathan Lewis and Senior Vice President of Quantitative Strategies, Iraj Kani discuss the impact of FX volatility and the US dollar rally.  Bulletin Highlights: Currency markets have recently been a major source of market instability globally, as evidenced by the ripple effects of China’s surprise devaluation of its currency. As a […]

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