Roundtable Discussion: Navigating Low Rates and Political Upheaval

In this round-table discussion, Portfolio Managers Nick Maroutsos, Dan Siluk and Jason England talk candidly about how geopolitics and the low rate environment are influencing the market.

Key Takeaways

  • U.S.-China trade tensions and the overhang of Brexit have created uncertainty in the markets and led to a slowdown in Europe and throughout Asia.
  • As geopolitics continue to drive market expectations, we believe it’s important to avoid being overly reactive to headlines and maintain a longer-term view.
  • When it comes to the issue of negative rates, we think it is best to focus on positively real yielding jurisdictions such as the U.S. and Asia ex-Japan, as well as Australia and New Zealand, where we feel there are still opportunities to help generate positive returns.