Our senior investment leaders look to the coming year in the global economy and markets.
A flexible, multi-sector fixed income strategy that seeks attractive risk-adjusted results by investing across the entire bond market with a focus on exploiting mispriced sectors
A flexible portfolio with a domestic growth bias utilizing a fundamental research-driven investment process—which includes evaluating material ESG factors—to identify high return businesses trading at attractive prices
There is growing concern that the coming stimulus might be more than the economy needs.
The arrival of coronavirus vaccines means the economy should eventually get out of its sickbed but, faced with risks on both the upside and the downside, the Asset Allocation Committee thinks investors should take things steady.
Even as central banks hold in place, recovery amid currently easy monetary policy could bring renewed pricing pressures.
(20:08) With society continuing to rapidly rely more and more on the Internet of Things, telecom companies have needed to find ways to stay competitive. But what makes that intriguing for investors?
We believe emerging markets debt warrants a strategic allocation by insurance companies—but while our own conversations indicate change is coming, holdings analysis suggests insurers are not yet taking advantage of the opportunity.
We believe the COVID-19 crisis and the response from governments and central banks creates an unusually favorable macro environment for credit.