How to strike the right balance in high yield bonds
Strong 2016 performance and a sharp rally in credit spreads have prompted some investors to take a cautious view of high yield bonds.
Portfolio Perspectives offer analysis from a portfolio manager or team on a specific fund.
A changing outlook for global economic growth after the U.S. elections is a key factor in how the Fund is positioned early in 2017.
For most of calendar year 2016, the market favored equity strategies focused on high-dividend yields. However, the market changed direction after the U.S. election, when investors re-embraced risk and adopted a more pro-growth, pro-cyclical investment stance.
We think there are five key ideas to keep in mind as we enter 2017.
OPEC has agreed to reduce production by 1.2 million barrels per day (bpd) to a total of 32.5 million, a meaningful reduction in supply.
Co-Portfolio Manager Zachary Shafran discusses how innovative technology creates investment opportunities and challenges.