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Quarterly Commentary – Q4 2015: Different Year, Same Problems

08-Jan-2016
The investment landscape of 2015 was filled with a number of unforseen shocks which resulted…

Absolute Return Fixed Income: What It Is, How It Works, and Who It Is For

25-Nov-2015
Alex Johnson, Head of Absolute Return Multi-Sector Fixed Income, authored this white paper on how…

Agency MBS Performance in a Rising Rate Environment

In this piece, Katie Herr, Investment Specialist, explores how MBS can be expected to perform…

Q3 2015 Quarterly Commentary

A review of the third quarter of 2015 and the outlook for the final quarter…

Global Emerging Markets Small Caps: Benefits to going off the beaten path

04-Aug-2015
Rick Wetmore, Deputy Chief Investment Officer, Global Emerging Market (GEM) Equities, examines the current state…

The Innovative Nature of Small Caps

29-Jul-2015
Join us as our investment team discusses:
  • Why small caps offer better diversification potential and

Rebuffing Myths about Currency Investing

14-Jul-2015
Momtchil Pojarliev, PhD, Senior Portfolio Manager, Currencies summarizes the findings in his co-authored book “A…

What Ever Happened to GSE Reform?

24-Jun-2015
Impediments to meaningfully changing the role of GSEs, and our expectations for reform and implications…

Currencies Webcast: Hedged or Unhedged, Active or Passive, or Something in Between?

23-Jun-2015
The currency conundrum, our recommended approach, as well as our current outlook. To watch this

FFTW Analysis: June FOMC – A Flatter Projected Rate Path

19-Jun-2015
Steven Friedman, Director, Central Banks & Official Institutions gives his view on the June FOMC…