The week that was … the week to come ?>

The week that was … the week to come

Every Friday, Brian Jacobsen provides perspective on key events and topics of the current week and his thoughts about what the week ahead may hold. Here’s his report for the
Read More
The week that was … the week to come ?>

The week that was … the week to come

Every Friday, Brian Jacobsen provides perspective on key events and topics of the current week and his thoughts about what the week ahead may hold. Here’s his report for the
Read More
Has the bitcoin boat left the shipyard? Let’s find out ?>

Has the bitcoin boat left the shipyard? Let’s find out

Today’s podcast features a discussion around bitcoin – its mining, its adoption, and other questions about its role as an asset. To discuss is Frank Cooke, Quantitative Portfolio Manager with
Read More
Chart of the week: Global economy: Fiscal policy ?>

Chart of the week: Global economy: Fiscal policy

Our Market Optics chartbook contains data-driven insights that power our portfolio management teams’ views, ideas, and decisions. Each week, we’ll take a look a closer look at one of the charts.
Read More
Seeing the forest and the trees in a yield-starved environment

This episode features a discussion about the fixed-income markets and considerations investors may need to balance with their desire for income in a low-yield world. Janet Rilling, Senior Portfolio Manager and Head of Multi Sector – Plus & High Yield on our Global Fixed Income Team, discusses the opportunities and risks she sees for investors.

Green gilts get a warm reception

The U.K. government issued its first “green gilt” this week. The government was looking to raise 10 billion pounds from the bond sale. Investors submitted bids for more than 100 billion pounds, showing a massive appetite for this type of bond. A bid-to-cover ratio of over 10 times is rather impressive! What is a green gilt, and what can we learn about the future of the types of bonds governments might issue?

The delisting of Chinese stocks and its implications

With news headlines centered on the delisting of Chinese stocks as a result of actions from the Securities and Exchange Commission (SEC) prescribed by the Holding Foreign Companies Accountable Act, we have Elaine Tse, Portfolio Manager with the SF Global Emerging Markets Equity Team, on the program today to discuss the implications.