Ideas

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.

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December 14th, 2017

Glenmede Investment Management LP (“GIM”), a privately owned, independent asset management firm, today announced the appointment of Samantha Lowry as Director of Institutional Markets.

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December 7th, 2017

Glenmede Investment Management LP (GIM), a privately owned, independent asset management firm, announced the appointment of Jordan Irving as a portfolio manager on its Small & Mid Cap Equity team.

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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.

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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.

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May 22nd, 2017

Footage of Sean Heron, CFA, GIM Portfolio Manager, discussing the volatility risk premium at the CFA Institute’s 70th Annual Conference.

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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.

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January 23rd, 2017

As we begin 2017, we pause to reflect on what transpired in the market over the last quarter and year. Among concerns of an economic slowdown in China, the U.K.’s vote to leave the E.U., the U.S. presidential election, and speculation of global monetary policy action, uncertainty and headline risk were the dominant themes in 2016. However, fourth-quarter and year-to-date returns seem to suggest market normalcy, with the S&P 500 up 3.8% for the quarter and 12.0% for the year.

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October 18th, 2016

At the end of the second quarter, uncertainty seemed certain as economists and analysts scrambled to assess the impact of the U.K.’s impending exit from the E.U. The initial knee-jerk reaction caused the S&P 500 Index to drop 5.3% in the two days following the Brexit vote. Surprisingly, however, the third quarter was marked by relative stability, despite mixed economic data: U.S. PMI estimates missed in both the manufacturing and service sectors, corporate profits were reported to have declined $24B during the second quarter, and real GDP growth estimates were lower than expected.

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March 31st, 2016

Vladimir “Val” de Vassal, CFA, Portfolio Manager, Quantitative Equity Strategies, for Glenmede Investment Management LP (GIM) received the 2016 Lipper Award for Excellence in Fund Management.

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January 1st, 2016

Academy Award nominee, The Revenant, famously includes a scene in which star Leonardo DiCaprio’s character is brutally mauled by a grizzly bear. For investors watching the film, the scene may be an unwelcome reminder of this year’s volatile stock market.

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December 1st, 2015

This year´s narrow market, with returns dominated by the FANGS, has been a headwind for many active managers. “FANGS” stocks - consisting of Facebook, Amazon, Netflix, Google, and Salesforce - have risen dramatically in 2015 while the broader S&P 500 has struggled to stay in positive territory.

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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.