Equity

Aug 17 2010

Canada and Australia: A Dynamic Developed Duo, but Good Value? By Martin Jansen, Senior Portfolio Manager

Jul 26 2010

Growth in Asia and Latin America to Support Investment Themes By Tycho van Wijk, Senior Investment Manager, Equities

Jul 6 2010

South Africa in the Spotlight By Martin Jansen, Senior Portfolio Manager

Jun 29 2010

Forecasting Volatility By Elias Belessakos, Ph.D., Senior Quantitative Analyst

Jun 29 2010

Implications of Gulf Spill on BP Debt By Shivankar Saxena, CFA, Credit Analyst

Jun 11 2010

Global Equity Markets: China Syndrome or Buying Opportunity? By Martin Jansen, Senior Portfolio Manager

May 10 2010

Global Equity Positioning for an Era of Reduced Circumstances By Martin Jansen, Senior Portfolio Manager

Apr 13 2010

Could the Greek Tragedy Be Europe’s Gain? By Martin Jansen, Senior Portfolio Manager

Mar 19 2010

Mid Cap Stocks – Wall Street’s Best Kept Secret By George Loebrich, Portfolio Specialist

Mar 15 2010

International Equity Markets: Chinese Overheating Trumps a Greek Tragedy By Martin Jansen, Senior Portfolio Manager

Feb 9 2010

Time for A Walk up Quality Street? By Martin Jansen, Senior Portfolio Manager

Jan 20 2010

Emerging Markets: Ahead of Themselves or Still Attractive? By Martin Jansen, Senior Portfolio Manager

Dec 22 2009

Financials in 2010: All Will Be Revealed! By Steven L. Rayner, CFA, CPA, Senior Sector Analyst, Financial Services; Robert M. Kloss, Senior Sector Analyst, Financial Services

Dec 14 2009

Quantifying Investor Sentiment By Elias Belessakos, Ph.D., Senior Quantitative Analyst

Dec 7 2009

Offense or Defense? A Tale of Two Global Sectors By Martin Jansen, Senior Portfolio Manager

Dec 3 2009

Customized Target Date Funds: The Next Generation of Retirement Saving By Melissa Markley, Strategic Marketing Analyst

Nov 9 2009

The Great Healthcare Debate of 2009 Heads Into 2010 By Joan M. Dillon, Senior Health Care Analyst

Oct 5 2009

World Equity Markets: Is There Still Value After the Recent Run? By Martin Jansen, Senior Portfolio Manager

Sep 14 2009

Japanese Stocks: Opportunities After the Electoral Earthquake By Martin Jansen, Senior Portfolio Manager

Sep 14 2009

Every Dog Has Its Day: Bracing for the Relative Outperformance of Media Stocks By James Dorment, CFA, Senior Sector Analyst, Consumer Discretionary

Aug 24 2009

Staying the Course on Momentum Investing By Sanne de Boer, Ph.D., Quantitative Research Analyst

Aug 17 2009

Stirrings of Life in the Old Continent By Martin Jansen, Senior Portfolio Manager

Jul 20 2009

Can Macroeconomic Factors Predict Stock Returns? By Wilmer Henao, Quantitative Analyst

Jul 13 2009

Indonesia: Striving to Expand BRIC to BRIIC By Martin Jansen, Senior Portfolio Manager

Jun 29 2009

Your Cellphone’s Next Wave of Technology By Michael Pytosh, Senior Sector Analyst, Technology

Jun 23 2009

Wealth Maximization and the Kelly Criterion By Elias Belessakos, Ph.D., Senior Quantitative Analyst

Jun 23 2009

Active Management and Stock Selection By George Loebrich, Portfolio Specialist

Jun 15 2009

Taiwan and South Korea: Maturing Tigers With Renewed Potential By Martin Jansen, Senior Portfolio Manager

Jun 1 2009

U.S. Financial Stocks: “Are Those Green Shoots, Or Just Mold?” By Steven L. Rayner & Robert M. Kloss

May 18 2009

ECB Risks Nipping Green Shoots in the Bud By Martin Jansen, Senior Portfolio Manager

May 4 2009

Fixed Income Investing In A Wider World By Melissa Markley, Strategic Marketing Analyst

Apr 27 2009

Factor Diversification: Sometimes More Really Is More By Wilmer Henao, Quantitative Analyst

Apr 19 2009

Dividends – Strategically Valuable in a World of Low Interest Rates By Martin Jansen, Senior Portfolio Manager

Apr 6 2009

Emerging Market Decoupling: True, False, or Partially True? By Martin Jansen, Senior Portfolio Manager

Mar 23 2009

Patience, Fortitude, and the Expected Return on Equities By Elias Belessakos, Ph.D., Senior Quantitative Analyst

Mar 16 2009

Japan: Will The Sun Ever Rise? By Martin Jansen, Senior Portfolio Manager

Mar 16 2009

Why Quantitative Equity Investing Now? By Vincent Costa, CFA, Head of Quantitative Equity, & Charu Ahluwalia, Portfolio Specialist

Feb 16 2009

China: An Intriguing Puzzle By Martin Jansen, Senior Portfolio Manager

Feb 2 2009

Diversification Still Matters By Melissa Markley, Strategic Marketing Analyst

Jan 12 2009

Emerging Markets and Commodities: Back To The Races? By Martin Jansen, Senior Portfolio Manager

Dec 22 2008

The Big Three vs. The Big Eight: Lessons in Un-investable Industries By Jed Latkin, Senior International Research Analyst

Dec 8 2008

Global Base Rates Converge Towards Zero, Fiscal Stimulus Lags By Martin Jansen, Senior Portfolio Manager

Nov 24 2008

When Retailers and Manufacturers Compete By David Rabinowitz, Senior Sector Analyst, Consumer Staples, and Kristy Finnegan, CFA, Research Analys

Nov 17 2008

Does the Current Macroeconomic Environment Favor Value? By Elias Belessakos, Ph.D., Senior Quantitative Analyst

Nov 17 2008

Convergent Trade Trends, Divergent Currency Prospects? By Martin Jansen, Senior Portfolio Manager

Oct 27 2008

International Equities: Through A Cracked Looking Glass By Martin Jansen, Senior Portfolio Manager

Oct 20 2008

It is Time to Invest Again! By Emre Erdogan, Ph.D., Quantitative Analyst

Sep 22 2008

U.S. Retail: On the Mend? Or in Disrepair? By Jim Dorment, CFA, Senior Sector Analyst, Consumer Discretionary

Sep 15 2008

Emerging Markets: Diversification Tool or High Beta Play? By Eleonora Omarova, Senior Quantitative Analyst

Sep 15 2008

Opportunities Knock By Pavel Vaynshtok, Senior Quantitative Analyst

Sep 1 2008

Midstream Energy Fundamentals Remain Robust By Steve Newby, Portfolio Manager

Sep 1 2008

Global Cross Currents: How Should International Portfolios be Structured? By Martin Jansen, Senior Portfolio Manager

Sep 1 2008

Europe: Full-Throated Summer Time Blues By Martin Jansen, Senior Portfolio Manager

Sep 1 2008

Are Active Managers Active Enough? By Vincent Costa, CFA, Head of Portfolio Management for Quantitative Equity

Sep 1 2008

Will Small-Cap Stocks Lead the Way Back? By Steve Salopek, Head of Small-Cap Equity, and Jennifer George, Strategic Sales Specialist

Aug 25 2008

Daylight at the End of the Tunnel? Or an Oncoming Train? By Bob Kloss and Steve Rayner, Financial Services team

Aug 18 2008

What Can We Learn from Blackjack? By Wilmer Henao, Quantitative Analyst

Jul 28 2008

The Twin Pincer Market: Heading for Normality? By Martin Jansen, Senior Portfolio Manager

Jul 14 2008

China: Engine of Growth? By Eleonora Omarova, Senior Quantitative Analyst

Jun 23 2008

Global Small-Caps – Leveraged to the Global Market Cycle By Martin Jansen, Senior Portfolio Manager

Jun 23 2008

What’s Up With the Price of Oil? By David Powers, CFA, Portfolio Manager and Senior Sector Analyst, Energy and Utilities

Jun 2 2008

Global Decoupling: An Interim Report Card By Martin Jansen, Senior Portfolio Manager

May 26 2008

Secular Changes in the Metals Markets By Michael Leskinen, CFA, Senior Sector Analyst, Materials

May 2008

Correction Deflates Chinese A-Share Market By Michael Chiu, Senior Investment Manager

Apr 14 2008

Value Add: Beware of Those Bargains By Swati Chandra, CFA, Quantitative Analyst

Mar 31 2008

Europe and Japan Facing Currency Crosswinds By Martin Jansen, Senior Portfolio Manager

Mar 31 2008

Web Advertising 2.0 By Michael Pytosh, Senior Sector Analyst, Technology, Media, and Telecom Services

Mar 11 2008

Growth versus Value: Where do we go from here? By Alan Segars, CFA, Senior Portfolio Specialist

Mar 10 2008

Maneuvering Mid-Cap By Oleg Slinin, Quantitative Analyst

Feb 25 2008

China’s Stealth Approach to Currency Revaluation By Martin Jansen, Senior Portfolio Manager

Feb 25 2008

Generics: Coming Wave is Just What The Fiscal Doctor Ordered By Joan M. Dillon, Senior Health Care Analyst

Feb 11 2008

Crowded Momentum Trades: When to Join the Party? By Sanne de Boer, Ph.D., Quantitative Research Analyst

Jan 21 2008

A British Pound Not Quite So Sterling By Martin Jansen, Senior Portfolio Manager