Insights & Outlook

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 & Outlook: Fixed Income

Portfolio Perspectives / 02.12.20

Active approach to navigating the credit market

As the current market expansion continues to mature, the one size fits all attraction of some passively managed fixed income strategies could expose investors to a greater variety of risks than their equity counterparts. We believe in a more nimble approach.

Market Perspectives / 12.17.19

2020 global outlook — Poised for a rebound?

Heading into 2020, global growth has slowed considerably. Trade continues to be a major headwind to the expansion, however, economic fundamentals – low unemployment, rising wages and sustained consumer confidence – are healthy. Meanwhile, the longest-running bull market in history now is also the best performing. What does it all mean?