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MARKET AND MACROECONOMIC REVIEW

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US Growth versus Value – Impact of the Big 5 Technology Companies

SECOR’s Global Equity Strategist, Bo Brownlee, CFA, provides his views on the impact of the big 5 technology companies on US…

08/02/2022 Market and Macro Review

US Growth versus Value – Impact of the Big 5 Technology Companies

Macroeconomic & Market Review- 06 December 2021

Dmitri Smolansky, Head of Portfolio Management, provides his broad market views while Anja Needham, Credit Portfolio Manager, provides her thoughts on…

06/12/2021 Market and Macro Review

Macroeconomic & Market Review- 06 December 2021

Quarterly Macroeconomic & Market Outlook- 21 October 2021

Ed Sullivan, Macro Economist, provides his macro views with a particular focus on investors’ concern with long-term inflationary risks.

21/10/2021 Market and Macro Review

Quarterly Macroeconomic & Market Outlook- 21 October 2021

Macroeconomic & Market Review- 20 September 2021

Ed Sullivan, Macro Economist, provides his broad macro views while Bo Brownlee, Global Equity Strategist, provides his views on growth versus…

20/09/2021 Market and Macro Review

Macroeconomic & Market Review- 20 September 2021

Quarterly Macroeconomic & Market Outlook – 11 August 2021

Ed Sullivan, Macro Economist, provides his macro views with a particular focus on inflationary and Covid risks.

11/08/2021 Market and Macro Review

Quarterly Macroeconomic & Market Outlook – 11 August 2021

Macroeconomic & Market Review – 14 June 2021

Ed Sullivan, Macro Economist, provides his macro views including his thoughts on inflation and global growth while Bo Brownlee, Global Equity…

14/06/2021 Market and Macro Review

Macroeconomic & Market Review – 14 June 2021

Macroeconomic & Market Review – 17 May 2021

Ed Sullivan, Macro Economist, provides his broad macro views; Bo Brownlee, Global Equity Strategist, provides his views on first quarter earnings…

17/05/2021 Market and Macro Review

Macroeconomic & Market Review – 17 May 2021

Quarterly Macroeconomic & Market Outlook – 22 April 2021

Ed Sullivan, Macro Economist, reflects on the macro environment over the last 3 months with a particular focus on the course…

22/04/2021 Market and Macro Review

Quarterly Macroeconomic & Market Outlook – 22 April 2021

Macroeconomic & Market Review – 12 April 2021

Ed Sullivan, Macro Economist, provides his broad macro views including the latest inflation data/reflation risks; Bo Brownlee, Global Equity Strategist, provides…

12/04/2021 Market and Macro Review

Macroeconomic & Market Review – 12 April 2021

Macroeconomic & Market Review – 8 March 2021

Ed Sullivan, Macro Economist, provides his broad macro views reflecting on bond yields; Bo Brownlee, Global Equity Strategist, provides his views…

08/03/2021 Market and Macro Review

Macroeconomic & Market Review – 8 March 2021

Macroeconomic Review – 20 January 2021

Ed Sullivan, Macro Economist, reflects on the 2020 macro environment over the last 3 months coupled with his areas to focus…

20/01/2021 Market and Macro Review

Macroeconomic Review – 20 January 2021

Macroeconomic & Market Review – 8 September 2020

08/09/2020 Market and Macro Review

Macroeconomic & Market Review – 8 September 2020
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The Wealth & Asset Management Awards 2025

Winner – Fiduciary Manager of the Year

UK Pensions Award 2025

Finalist – Fiduciary Manager of the Year & LDI Manager of the Year

Pensions Age Awards 2025

Finalist – Fiduciary Management Firm of the Year & LDI Manager of the Year

European Pensions Awards 2025

Winner - LDI Manager of the Year & Finalist – Fiduciary Management Award

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