Ideas

November 30th, 2018

Sean Herron illustrates how a putwrite strategy might be used effectively to harvest the VRP and improve risk-adjusted returns of a diversified portfolio.

October 23rd, 2018

Following the financial crisis, central banks across the globe attempted to stimulate an economic recovery by purchasing fixed income assets. (See important disclosures at the bottom of this page)

September 13th, 2018

Glenmede appoints Robert Daly as Director of Fixed Income. (See important disclosures at the bottom of this page)

July 26th, 2018

This year, we’ve experienced higher index return concentration than what we categorized as normal in our analysis from Q3 2017. For example, the top five securities in the S&P 500 contributed 50% of the index’s +3.4% quarterly return and over 80% of its +2.7% year-to-date return.

(See important disclosures at the bottom of this page)

April 20th, 2018

Global equity returns in first quarter 2018 reflected cautious sentiment relative to 2016 and 2017 during which the MSCI All-Country World Index generated a total return close to 32%. Fear that the economy is reaching the latter stages of expansion has drawn attention to metrics perceived to predict future economic trajectory. One such metric generating interest is the LIBOR-OIS spread, which has historically been used as a proxy for risk.

(See important disclosures at the bottom of this page)

January 22nd, 2018

While 2017 was a strong year for global risk assets, it also marked a continuing transformation in the mindset of investors. As markets have evolved, so has the interest in impact investing, also known as ESG (environmental, social and governance) investing. This investment discipline emphasizes factors to help select environmentally friendly and socially aware companies that also exhibit solid governance policies.

(See important disclosures at the bottom of this page)

December 14th, 2017

Glenmede appoints Samantha Lowry as Director of Institutional Markets. (See important disclosures at the bottom of this page)

December 7th, 2017

GIM announced the appointment of Jordan Irving as a portfolio manager on its Small & Mid Cap Equity team. (See important disclosures at the bottom of this page)

October 18th, 2017

The third quarter of each year is often typecast as a challenging stretch for markets and is historically the weakest quarter of the year. While the escalating rhetoric between the U.S. and North Korea and natural disasters certainly had the opportunity to derail risk assets globally, realized returns reflected another stable quarter with solid growth.

(See important disclosures at the bottom of this page)

July 18th, 2017

Relative to the positive asset class returns across the board at the start of the year, the continuing upward market trajectory in the second quarter may be perceived as “more of the same.” Underneath the surface, however, the second quarter served as a reality check for investors.

(See important disclosures at the bottom of this page)

May 22nd, 2017

Sean Heron, CFA, GIM Portfolio Manager, discusses the volatility risk premium at the CFA Institute’s 70th Annual Conference. (See important disclosures at the bottom of this page)

April 17th, 2017

The start of 2017 was a stark but welcomed contrast to the prior year. In January 2016, U.S. markets experienced one of their worst starts in history ― hampered by concerns of slowing global growth, bottoming oil prices, and an impending election season. This January, these worries seemed far from investors’ minds. Domestic and international markets took economic and political news in stride, shrugging off uncertainty as most regions, asset classes, and sectors generated positive returns for the quarter.

(See important disclosures at the bottom of this page)

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All information contained on this page represents the views of the indicated employees of Glenmede Investment Management, LP (GIM) as of the date of publication.  Views expressed may not reflect the views of management as a whole or of any affiliate of GIM, and may have changed since publication.  This page does not represent a complete discussion of facts or opinions.  Please see the full article indicated for additional information and disclosure.  Material here is for background only and is not a solicitation for the purchase or sale of any product or service.  GIM products are actively managed and their characteristics will vary.  All investment has risk, including the risk of loss of principal.  There can be no assurance that efforts to manage risk or to achieve any articulated investment objective will be successful, no matter how carefully tested.  An investor should consider investment objectives, risks, charges and expenses carefully before investing. For additional information regarding risks and about the firm, please refer to Related Literature and Disclosures.