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2025 Sustainability Report
We are pleased to present our 2025 Sustainability Report, highlighting our commitment to sustainable investing and responsible business practices, as well as our ongoing efforts to integrate sustainability across our organization.
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Fixed Income
February 7, 2020
Super Bond LIV
Once upon a time, the bond roll down provided just that. The roll down allows buy-and-hold investors to generate gains beyond just the coupon on their bonds. Under a normal (that is, upward-sloping) yield curve, as longer bonds age, they are discounted using a lower rate as they come down the yield curve. For example, […]
Market Commentaries
February 6, 2020
Market Update from the Global Asset Allocation team – February 2020
Just as one source of investor angst faded at the beginning of 2020, another intensified. After simmering trade tensions fueled a blockbuster start to the year, sentiment took a turn for the worse after the outbreak of the Wuhan coronavirus threatened to derail an already-fragile global growth backdrop. The epidemic, and efforts to contain it […]
Fixed Income
January 30, 2020
Go Long with Provis
In a normal yield environment, long-term bonds come with a higher yield than shorter bonds, allowing owners to roll down the yield curve.
Fixed Income
January 16, 2020
The Tail Wagging the Panda
With the phase 1 agreement officially on paper, the Chinese Yuan has returned to the level it was before the trade war hit its culmination point in August – on January 15th, the PBOC set the currency at 6.8845 USD/CNY (0.14525 CNY/USD), its strongest since the end of July last year. Yet the U.S. 10-year […]
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Market Commentaries
July 17, 2026
Q3 2026 Investment Outlook & Portfolio Strategy
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q2 and our outlook for the next 12-18 months.
Global Financial Forecast 2020-2027