2021 Midyear Outlook: Navigating through the recovery
Listen in as we discuss our outlook on the US recovery and the Federal Reserve’s new framework, including its impact on inflation, interest rates and growth.
Insights
Review regular updates and insight from our investment management team. Market Perspectives cover broader issues, including the global economy, market environment or sector overviews. Portfolio Perspectives offer analysis from a portfolio manager or team on a specific fund.
Insights: Global Economy
Going Viral: Emerging markets as the End of the Pandemic Hopefully Nears
In a world faced with a viral threat, it has become challenging to make investment decisions with little visibility into the future. Take a look at what we believe investors should consider when thinking: Why emerging markets?
Opportunities in High Yield
Many investors struggle with today’s interest rate levels. We believe two areas of the high yield market offer strong risk-adjusted total return potential along with high dividends: bank loans and below BB-rated corporate securities.
CIO Insights – The beginning of a new cycle
10 observations of the current market and possible implications for investors in 2021.