Equity

Dec 22 2008

The Big Three vs. The Big Eight: Lessons in Un-investable Industries By Jed Latkin, Senior International Research Analyst

Dec 8 2008

Global Base Rates Converge Towards Zero, Fiscal Stimulus Lags By Martin Jansen, Senior Portfolio Manager

Nov 24 2008

When Retailers and Manufacturers Compete By David Rabinowitz, Senior Sector Analyst, Consumer Staples, and Kristy Finnegan, CFA, Research Analys

Nov 17 2008

Does the Current Macroeconomic Environment Favor Value? By Elias Belessakos, Ph.D., Senior Quantitative Analyst

Nov 17 2008

Convergent Trade Trends, Divergent Currency Prospects? By Martin Jansen, Senior Portfolio Manager

Oct 30 2008

Fed Cut May Soften Economic Landing, Recession Seen as Inevitable By Rick Nelson, Chief Investment Officer & Craig Allen, Senior Investment Writer

Oct 27 2008

International Equities: Through A Cracked Looking Glass By Martin Jansen, Senior Portfolio Manager

Oct 20 2008

It is Time to Invest Again! By Emre Erdogan, Ph.D., Quantitative Analyst

Sep 22 2008

U.S. Retail: On the Mend? Or in Disrepair? By Jim Dorment, CFA, Senior Sector Analyst, Consumer Discretionary

Sep 15 2008

Opportunities Knock By Pavel Vaynshtok, Senior Quantitative Analyst

Sep 15 2008

Emerging Markets: Diversification Tool or High Beta Play? By Eleonora Omarova, Senior Quantitative Analyst

Sep 1 2008

Midstream Energy Fundamentals Remain Robust By Steve Newby, Portfolio Manager

Sep 1 2008

Europe: Full-Throated Summer Time Blues By Martin Jansen, Senior Portfolio Manager

Sep 1 2008

Are Active Managers Active Enough? By Vincent Costa, CFA, Head of Portfolio Management for Quantitative Equity

Sep 1 2008

Global Cross Currents: How Should International Portfolios be Structured? By Martin Jansen, Senior Portfolio Manager

Sep 1 2008

Will Small-Cap Stocks Lead the Way Back? By Steve Salopek, Head of Small-Cap Equity, and Jennifer George, Strategic Sales Specialist

Aug 25 2008

Daylight at the End of the Tunnel? Or an Oncoming Train? By Bob Kloss and Steve Rayner, Financial Services team

Aug 18 2008

What Can We Learn from Blackjack? By Wilmer Henao, Quantitative Analyst

Aug 4 2008

The Best House on a Bad Street: A Small Cap Perspective By Jennifer George, Strategic Sales Specialist, and James Hasso, Small-Cap Research Analyst

Jul 28 2008

The Twin Pincer Market: Heading for Normality? By Martin Jansen, Senior Portfolio Manager

Jul 14 2008

The Bottom: Are We There Yet? By Omar Aguilar, Ph.D., Head of Quantitative Equity

Jul 14 2008

China: Engine of Growth? By Eleonora Omarova, Senior Quantitative Analyst

Jun 23 2008

Global Small-Caps – Leveraged to the Global Market Cycle By Martin Jansen, Senior Portfolio Manager

Jun 23 2008

What’s Up With the Price of Oil? By David Powers, CFA, Portfolio Manager and Senior Sector Analyst, Energy and Utilities

Jun 16 2008

Are Active Managers Active Enough? By Vincent Costa, CFA, Head of Portfolio Management for Quantitative Equity

Jun 2 2008

Global Decoupling: An Interim Report Card By Martin Jansen, Senior Portfolio Manager

May 26 2008

Secular Changes in the Metals Markets By Michael Leskinen, CFA, Senior Sector Analyst, Materials

May 2008

Correction Deflates Chinese A-Share Market By Michael Chiu, Senior Investment Manager

Apr 24 2008

ABC…UVW…XYZ By Rick Nelson, Chief Investment Officer

Apr 14 2008

Value Add: Beware of Those Bargains By Swati Chandra, CFA, Quantitative Analyst

Mar 31 2008

Web Advertising 2.0 By Michael Pytosh, Senior Sector Analyst, Technology, Media, and Telecom Services

Mar 31 2008

Europe and Japan Facing Currency Crosswinds By Martin Jansen, Senior Portfolio Manager

Mar 11 2008

Growth versus Value: Where do we go from here? By Alan Segars, CFA, Senior Portfolio Specialist

Mar 10 2008

Maneuvering Mid-Cap By Oleg Slinin, Quantitative Analyst

Feb 25 2008

China’s Stealth Approach to Currency Revaluation By Martin Jansen, Senior Portfolio Manager

Feb 25 2008

Generics: Coming Wave is Just What The Fiscal Doctor Ordered By Joan M. Dillon, Senior Health Care Analyst

Feb 11 2008

Crowded Momentum Trades: When to Join the Party? By Sanne de Boer, Ph.D., Quantitative Research Analyst

Feb 8 2008

CIO Update Webcast: A Financial Crisis Becomes An Economic Crisis By Rick Nelson, Chief Investment Officer

Feb 1 2008

2007 – A Case for a More Dynamic Approach to Quantitative Investing By Omar Aguilar, Head of Quantitative Equity

Jan 21 2008

A British Pound Not Quite So Sterling By Martin Jansen, Senior Portfolio Manager

Dec 24 2007

Videogames: Casual Gaming Poised for Growth By Kei Yamamoto, CFA, Senior Sector Analyst, Technology

Dec 17 2007

Is the U.S. Headed for a Recession? By Elias Belessakos, Ph.D., Senior Quantitative Analyst

Dec 10 2007

International Financials: Signs of Life in the Ruins? By Martin Jansen, Senior Portfolio Manager

Nov 19 2007

Home Prices: How Far Will They Fall? By Bob Kloss and Steve Rayner, Portfolio Managers & Senior Sector Analyst

Nov 12 2007

A Shield Against Bear Markets By Emre Erdogan, Ph.D., Quantitative Analyst

Nov 5 2007

Blind Man's Bluff in a Transformed World By Martin Jansen, Senior Portfolio Manager

Oct 15 2007

Value and Size: the Hidden Connection By Wilmer Henao, Quantitative Analyst

Oct 1 2007

Europe vs. Japan, the International Large/Small Cap Debate By Martin Jansen, Portfolio Manager

Aug 28 2007

Japan: The Safe, Low Beta Haven By Martin Jansen, Portfolio Manager

Sep 25 2007

Earnings Revisions and the VIX By Fernando Garza, CFA, Senior Quantitative Analyst

Aug 28 2007

It’s Not All Trash: A Case For Revaluation of the Solid Waste Industry By Brian Madonick, Research Analyst

Aug 20 2007

Growth Investing: Skim Off the Hype! By Swati Chandra, Quantitative Research Analyst

Jul 16 2007

The Deep Value Puzzle By Pavel Vaynshtok, Senior Quantitative Analyst

Jul 30 2007

Connectivity Shocks in Global Financial Stocks By Martin Jansen, Senior Portfolio Manager