Global Perspectives
Global Perspectives Podcast – High yield: passing the baton from beta to alpha
Adam Hetts talks to Seth Meyer and Tom Ross, portfolio managers on the high yield bond strategies, about how with credit spreads gradually tightening, returns will become less about market direction (beta) and more about identifying individual opportunities (alpha).
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Global Perspectives Podcast: are we in a sweet spot for credit investing?
A far reaching fixed income discussion on credit market resilience, liquidity versus solvency risks, recovery prospects and the dilemma for central banks in 2021.
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Global Perspectives Podcast: Strategic Fixed Income Thinking
In the first in the series, Adam Hetts talks to Co-Heads of Strategic Fixed Income Jenna Barnard and John Pattullo. In a candid conversation, the trio cover global credit, inflationary threats, the impact of COVID, fool’s yield and false summits, among other topics.
Listen nowResearch in Action
Research in action: the commodities comeback
A discussion about the structural dynamics keeping metal prices such as copper elevated, and what that means for investors.
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Research in action: EVs drive into a new lane for investors
As demand for electric vehicles (EVs) solidifies, the next big question for investors will be supply.
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Research in Action Podcast: Tech’s mega themes show no signs of slowing
Rising interest rates have weighed on technology stock multiples, but investors shouldn’t lose sight of the sector’s powerful secular trends.
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Find out how environmental, social and governance (ESG) considerations are embedded within our organization and investment principles.