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

Market & Economic Insights / 04.20.21

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?

Product Insights / 02.11.21

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 / 02.05.21

CIO Insights – The beginning of a new cycle

10 observations of the current market and possible implications for investors in 2021.