The pandemic’s arc and its impact on political and policy developments are resetting expectations and will continue to define the investment landscape. The interplay of these three critical fronts – the pandemic, politics, and policy – will have implications for portfolio allocations extending far beyond the coming year, resetting expectations…
Growth opportunities are plentiful in emerging markets thanks to strong secular tailwinds — but they are company-specific. Identifying strong growers within a changing opportunity set is key to…
During this webinar hosted by the CFA Institute, Professor Rebonato discusses Factor Investing in Bond Markets and explains why the timing of factor exposures is far more promising in fixed income…
In this podcast, Harindra de Silva, Ph.D., CFA®, Portfolio Manager for the Wells Fargo Asset Management (WFAM) Analytic Investors team, outlines how a new factor, the stay-at-home order, has changed…
