A shift into higher rates globally over the latter part of 2023 has created a new investment regime in the fixed income markets; prompting investors to reassess their strategic asset allocation. Despite the reset of fixed income yields to much higher levels, making the asset class look attractive, how can investors be prepared for potential rate cuts while balancing the exciting opportunities that the market is presenting as we make our way through the current market cycle? On this episode of Disruptive Forces, Jaina Varsani, Fixed Income Portfolio Specialist, and Toby Bracey, Fixed Income Client Portfolio Manager, join Anu Rajakumar to do a deeper dive into the various sectors of fixed income broadly, while assessing what the opportunities and risk profile are that have placed this asset class into the spotlight.
European High Yield: A Clear Case for Active Management
Passive European high-yield strategies may not be as cheap as they appear, and may pose more risk than you think.
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(24:54) Charitable contributions are a vital source of capital for non-profit organizations, but how do investors consider allocating to these causes within their portfolio construction?
The Inside Track - Public and Private Markets Outlook; Episode 3: The Credit Continuum
(08:27) In this short video, experts from our public and private markets teams share their outlook on credit markets.