Thought Leadership Series

Investment Views

Explore the latest insights from our investment teams on a variety of topics.

Global Perspectives

Come on Down: Is Inflation Priced Right?

07/13/2021

A discussion on the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.

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Global Perspectives: The Outlook for Tech through the Economic Reopening

06/01/2021

How different segments of the tech sector will likely be impacted through each phase of the global economic reopening and recovery.

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Reflation: Is This the Real Thing or Just Fantasy?

02/22/2021

A lively discussion that goes against consensus, seeking to unearth the truth about what is really happening in the economy and the potential impact on bond markets.

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Building Robust Bond Portfolios in a Low-Rate World

02/12/2021

A discussion of the challenges – and unique opportunities – associated with building bond portfolios in a world with historically low interest rates.

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High Yield: Passing the Baton from Beta to Alpha

01/14/2021

With credit spreads gradually tightening, returns will likely become less about market direction (beta) and more about identifying individual opportunities (alpha).

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Global Perspectives: Are We in a Sweet Spot for Credit Investing?

12/10/2020

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: Why Low Rates Are Here to Stay

08/17/2020

A discussion covering the COVID-19 crisis, global credit, inflation trends, fool’s yield and false summits, among other topics.

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Understanding the science and investment implications of COVID-19

What Will It Take to Reopen the Global Economy?

06/11/2020

In this latest installment of our video series exploring the scientific and investment implications of COVID-19, Portfolio Manager Andy Acker and Biotech Analyst Agustin Mohedas discuss lessons learned as economies reopen, the virus’s fatality rate and the latest news in vaccine development.

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COVID-19: Understanding the Science & Investment Implications (Part V)

06/11/2020

In the latest installment of our series on the scientific and investment implications of COVID-19, Biotech Analyst Agustin Mohedas discusses how efforts to develop treatments and vaccines have accelerated innovation in health care. He also provides insight on the potential impact of certain states reopening their economies and what the timeline to develop an effective vaccine could look like.

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COVID-19: Understanding the Science & Investment Implications (Part IV)

06/11/2020

The search for an effective COVID-19 treatment is gaining momentum, with public and private entities partnering to speed the process. In this fourth installment on the scientific and investment implications of COVID-19, Portfolio Manager and Research Analyst Dan Lyons explains the latest drug developments, as well as whether the U.S. can meet aggressive testing goals to reopen the economy.

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COVID-19: Understanding the Science & Investment Implications (Part III)

06/11/2020

In the third installment of our series on the scientific and investment implications of COVID-19, Health Care Analyst Rich Carney discusses how the health care system has responded to the crisis, how federal and private funding has factored into that response, and why certain emerging trends in the sector, such as telemedicine, will likely accelerate post-pandemic.

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COVID-19: Understanding the Science & Investment Implications (Part II)

06/11/2020

In the second installment of our series on the scientific and investment implications of COVID-19, Biotech Analyst Agustin Mohedas provides insights on how biotech and pharmaceutical companies are responding to the crisis, and why continued systematic testing for the virus is crucial to the eventual reopening and recovery of the U.S. economy.

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COVID-19: Understanding the Science & Investment Implications (Part I)

06/11/2020

In the first of a series on the scientific and investment implications of the coronavirus pandemic, Global Life Sciences Portfolio Manager Andy Acker and Biotech Analyst Agustin Mohedas discuss recent developments to curtail the spread of COVID-19 and how they view the timeline for an eventual return to normalcy in the global economy.

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