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Navigating the Growth Rebound(video) Navigating the Growth Rebound The global economy has moved from a late-cycle to an early-cycle environment in less than a year. Positioning portfolios today means taking advantage of new cycle opportunities – in select equities, credit, and emerging markets – while defending against the risks that remain.
Introduction to Bonds(video) Introduction to Bonds Refresh your fixed income understanding with Introduction to Bonds. This video is designed to help financial professionals unpack the basics of the asset class and build a portfolio.
Disruption and Dispersion: A Bottom-Up Approach to an Uneven Credit Recovery Disruption and Dispersion: A Bottom-Up Approach to an Uneven Credit Recovery While the COVID-19 pandemic has disrupted global credit markets, we believe bottom-up research can reveal investment opportunities for 2021.