Economy & Markets
The important economic and stock market news that advisors need to know.
Women's Charitable Giving Reached New Heights in 2020
By Michael S. FischerThe COVID-19 pandemic boosted many givers' generosity, a study from Fidelity Charitable has found.
June 22, 2021
Impact Manager of the Year: Brown AdvisoryWhile preparing for a recession, a pandemic hit, but the Brown Advisory team was well situated and remained agile.
June 22, 2021
Global, International, Emerging Market Equity Manager of the Year: Schroders Investment Management/Hartford FundsJames Gautrey and Simon Webber lead a large-cap core strategy focused on companies with "mispriced growth" or "growth gaps."
June 22, 2021
Small/Mid Cap Manager of the Year: Riverbridge PartnersLast year's "incredible" business disruption helped the strategy perform well, says portfolio manager Ross Johnson.
June 22, 2021
Small/Mid Cap Asset Manager of the Year: RMB Asset ManagementThe portfolio strategy was leveraged with a "smart" deployment of capital into value businesses.
June 22, 2021
Fixed Income Manager of the Year: Brandywine Global Investment Management"Managing fear" and finding value helped fuel the strategy's success in 2020.
June 22, 2021
Large Cap Equity Manager of the Year: Harbor Capital/Jennison AssociatesThe portfolio team looks at a longer-term horizon than others and at companies that create "true economic value."
June 22, 2021
Large Cap Equity Manager of the Year: Columbia Threadneedle Investments"Pessimism" is key to this strategy, which had a 23.1% return in 2020, says its portfolio manager Guy Pope.