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Vice-president, global head of research, eVestment

Recent stories

  • ipe expectations indicator september 2017

    IPE Expectations Indicator September 2017

    September 2017 (Magazine)

    Investment managers’ expectations have been welcomingly accurate throughout the year. For example, positive sentiment toward European equities began to rise sharply near the end of 2016, followed by a roughly 20% rise in 2017. Additionally, expectations for dollar strength have been falling since January, and the dollar index (DXY) was down nearly 10% year-to-date through the recent survey period. What are managers’ views as we enter the second half of 2017?

  • expectations june 2017

    IPE Expectations Indicator June 2017

    June 2017 (Magazine)

    When fewer than one in 10 respondents expects something to happen, it is hard to accept it could happen. There is an increased number of such instances in the most recent IPE Asset Manager Expectations poll.

  • japan equities dec 2016

    IPE Expectations Indicator September 2016

    September 2016 (Online)

    As time passes since the UK’s decision to leave the EU, some of the trends of the months prior have returned. This includes: outperforming US equity markets and dwindling faith in US dollar strength against the euro and yen (albeit with some volatility) and in sterling, which continues to drift lower after its post-Brexit decline. Whether managers’ expectations have recovered as quickly as these trends is the subject of this month’s review.

  • IPE Expectations Indicator July 2016

    July / August 2016 (Magazine)


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