The investment management industry is information intensive. Interpreting information and transforming it into knowledge and insight that can benefit clients is in our DNA. In that spirit, we hope that your find our investment perspectives thought-provoking.
Australia’s female-less boardrooms
May, 2012
Creating pathways to enable more women to enter senior management ranks is an economic imperative, in our firm’s view.
Sovereign Risk Index Update - Newcomers and Movers
April, 2012
Germany jumped four notches in the quarter, making it the BSRI’s biggest mover. It overtook Denmark, Australia, Chile and South Korea.
A mixed picture of risk-appetite
Special Update - David Hudson
David Hudson notes that though risk assets rallied in February, the economic picture remains murky.
UPDATE: What's ahead in 2012?
April 2012
Bob Doll, Chief Equity Strategist – Fundamental Equities, has updated his New Year predictions
What is Next After the Global Yield Spike?
March 2012
Even after the recent spike in the yields of many overseas government bonds, a yield explosion is unlikely, according to the BlackRock Investment Institute.