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Seeing the World Though The Emerging Consumer’s Eyes

Tassos M. Stassopoulos
Portfolio Manager—Global Growth and Thematic

Consumer spending in emerging markets is likely to grow by trillions of dollars in the decades to come, creating compelling opportunities in both emerging- and developed-market stocks. Our grassroots research has convinced us that the emerging consumer investment theme is far broader than the received wisdom suggests.

For Private Client - US
April 7, 2014

Fixed Income/Bonds

A High-Yield Opportunity Not to Be Missed

The euro high-yield market may already have come of age, but it keeps on improving with time. There are challenges ahead, but our research points to several areas where investors can add value. With careful security selection, this market remains a key investment opportunity.

For Financial Advisors, Institutions
January 31, 2014


Making Inflation Work for You

The Investing Benefits of Diversified Real Assets

Jon Ruff
Portfolio Manager and Director of Research, Real Asset Strategies
Patrick Rudden
Portfolio Manager, Dynamic Diversified Portfolio

The Investing Benefits of Diversified Real Assets

For Institutions, Americas
August 9, 2013

Alternatives/Hedge Funds

Taking the Sting out of the Tail: Hedging Against Extreme Events

Investors are still smarting from losses that—according to widely held statistical assumptions—should have been almost impossible. And they want protection against a repeat of such shocks in the future. We believe that the right tail-risk hedging strategy can offer a solution.

For Institutions
March 22, 2013

Wealth Planning

Private Foundations and Donor-Advised Funds: Making the Best Use of Your Philanthropic Vehicle(s)

Of the numerous guides comparing private foundations with donor-advised funds, many were created by organizations with a vested interest in one of these structures or the other. We wrote this paper to provide an unbiased comparison that can help you choose the vehicle (or vehicles) that will serve you best.

For Private Clients
December 1, 2013

Tax Management

My, What Big Teeth You Have!: Reducing This Year’s Tax Bite

Kathleen M. Fisher
Head, Wealth Management Group; National Managing Director
Paul Robertson
Senior Portfolio Manager
Tara Thompson Popernik
Director of Research—Wealth Management Group

Our latest white paper on taxes, with suggestions on how you might reduce your tax burden this year. With income-tax rates substantially higher in 2013, tax-management strategies are more valuable.

For Private Client - US
September 23, 2013