request-a-copy-of-the-latest-whitepaper1

Has the Bull Market gotten a bit long in the “FANGs”?

13 October 2017

The current equity bull market in the U.S. has been running, almost unchecked, since the end of the financial crisis in early 2009. While many U.S. companies rebounded as the Federal Reserve initiated its accommodative monetary policy and the economy recovered, that run has been dominated by information technology (IT) stocks in general, and by […]

Read More...

Spotlight on Russia – perspective from Wells Fargo Asset Management

2 August 2017

Earlier this year, Alison Shimada, Portfolio Manager from Wells Fargo Asset Management (the manager of Zurich’s Emerging Markets Equity Fund) shared her views on individual countries within the Emerging Markets landscape. The experienced investment team at Wells Fargo include macro-economic considerations as an important ingredient in the portfolio construction process, which helps provide a core […]

Read More...

Spotlight on China – perspective from Wells Fargo Asset Management

15 June 2017

Earlier this year, Alison Shimada, Portfolio Manager from Wells Fargo Asset Management (the manager of Zurich’s Emerging Markets Equity Fund) shared her views on individual countries within the Emerging Markets landscape. The experienced investment team at Wells Fargo include macro-economic considerations as an important ingredient in the portfolio construction process, which helps provide a core […]

Read More...

Ignoring the Short Term – a thematic perspective from Lazard Asset Management

15 May 2017

Lazard Asset Management (the manager of Zurich’s Global Thematic Share Fund) recently evolved its investment thinking, introducing new themes into Global Thematic that more precisely capture the long term wealth creation opportunities identified by the investment team. We’ve explored the ‘Empowered Consumer’ and ‘First World Health’ themes already, and here we look at ‘Ignoring the […]

Read More...

Subscribe to Zurich Investments Insights
Follow Us
twitterlinkedinyoutube