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Focusing on companies with strong corporate earnings – and avoiding those with weak balance sheets – will be key to weathering volatility in 2020.
David Elms, Head of Diversified Alternatives, offers insight into where he sees opportunities in the alternatives space heading into 2020.
John Pattullo, Co-Head of Strategic Fixed Income, provides insight on the chances of a soft or hard landing for the U.S. economy.
Most major credit asset classes are trading close to their 5-year average spread, limiting opportunities in asset allocation in today’s market.
Portfolio Managers John Kerschner and Nick Childs discuss how MBS can provide diversification in volatile corporate and government bond markets.
Following a tumultuous August, the PCS team discusses how fixed income diversification may be overcomplicating and hindering portfolios.
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Although the current economic expansion is aging, leading indicators do not indicate a sharp contraction.
Fixed Income Portfolio Managers John Lloyd and John Kerschner discuss the inverted yield curve and its implications for bond investors.
While the near-term outlook for the global economy remains weak, some signs indicate that 2020 may be a recovery year.
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As investors focus on the slowing global economy, options markets are warning of another risk that may be flying under the radar: inflation.
With rates low and markets volatile, investors may need to expand their toolkit to reach return objectives.
The swift collapse in Argentina’s financial markets is a blunt reminder to consider how fixed income portfolios are invested and with what risk.
