Webinars and Events
Entering a New Age
Clearing the Hurdles
On October 12, Erik Knutzen, CIO of Multi-Asset Class, and Hakan Kaya, Senior Portfolio Manager, discussed their views on how to manage these hurdles in further detail.
From Hanging Ten to Choppy Waves
On July 13, Erik Knutzen, CIO of Multi-Asset Class, and Raheel Siddiqui, Senior Research Analyst, led an engaging discussion on the Asset Allocation Committee's views on today's economic winds of change.
The Temperature’s Rising
On April 13, Erik Knutzen, CIO of Multi-Asset Class, and Ashok Bhatia, Deputy CIO of Fixed Income, discussed the dynamics of first quarter's outperformance from commodities and from small-cap, value and cyclical stocks, a sell-off in Treasuries, rising concerns about inflation pressures and potential opportunities in yield.
A Tentative Recovery
The arrival of coronavirus vaccines should eventually revive the economy, but the ongoing pandemic and political risks pose short-term threats, and even as it gains pace, the recovery is likely to be uneven and bring its own risks. On January 14, Erik Knutzen, CIO of Multi-Asset Class, Conrad Saldanha, Senior Portfolio Manager, Emerging Markets Equities and Gorky Urquieta, Co-Head of Emerging Markets Debt team, discussed some of the elements of the recovery in further detail.