Perspectives

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Tactical asset allocation update

Our Blog Dec 07, 2016 Global Asset Allocation Team

Overall, we remain neutral — but the results of the U.S. election could be the catalyst for an inflection point in the markets.

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The Italian referendum: Equity market response

Our Blog Dec 05, 2016 Philip Dicken, Head of European Equities, Threadneedle International Ltd

Prime Minister Matteo Renzi lost the referendum on December 4, with his proposal rejected by 59.1% of the population. Here’s what the defeat means for Italy, the EU and equity markets.

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The Italian referendum: Fixed-income response

Our Blog Dec 05, 2016 Adrian Hilton, Portfolio Manager

Italian Prime Minister Matteo Renzi has resigned following the decisive rejection of his proposal for constitutional reform. The question for investors is what this means for markets and portfolios.

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Pension decisions: Making the right choice

Our Blog Dec 05, 2016 Abram Claude, Vice President, Learning Center

Pension plans are being frozen and terminated, often creating lump-sum distribution options normally unavailable. Here’s how to prepare for what could be a major financial decision.

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What a Trump presidency means for muni bonds

Our Blog Nov 29, 2016 James Dearborn, Head of Municipal Bond Investments and Senior Portfolio Manager

Expectations about proposed Trump polices led to a sell-off in the municipal bond market. Despite the recent volatility, we think munis are still an attractive option for investors looking for tax-advantaged income.

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