◀ The Principal Blog

Views from the CIO: Active, passive, or smart beta – can they play together nicely on the “equity playground”?



Back when you were playing on the playground in grade school, do you ever recall the teacher asking all kids to “get along” and “play nicely together?” Well, this same way of thinking applies to the world of equity investing. I believe it’s possible that the three equity investment…

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No inflation surprises!



Since the global financial crisis, inflation hasn’t behaved as many economists and market prognosticators predicted. For example, core inflation, which removes the volatile food and energy component and is the preferred measure of price changes by economists, has been consistently low. This lack…

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