Stay the Course

Uncertainty is a normal part of investing. But today, doubts arise at almost every turn, causing investors to question whether they have the right investment solutions.

It's natural to feel unsettled, but now is not the time to abandon long-term objectives. With the right perspective, we think it’s possible to look past uncertainty and successfully navigate change.

Strategies to Navigate Uncertainty

Our investing approach is grounded in fundamental research. Based on insights gained from that research, we offer solutions that take three approaches to managing uncertainty.

Harness Disruption

We rely on deep analysis of companies, sectors and emerging trends to try to capitalize on the persistent forces disrupting the markets and the economy.

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Persure Income

In a yield-starved world, we strive to strengthen the core of your portfolio with flexible income solutions.

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Embrace Diversification

We seek to provide distinct sources of return through asset classes and strategies we feel are underappreciated or overlooked.

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An Investment Approach Driven by Bold Thinking

We believe in confronting uncertainty head-on – not merely reacting to change but finding opportunity in it.
Hear from our investment professionals on how they apply this approach in their fundamental research,
part of an ethos we call Knowledge. Shared.

Market GPS: Stay Focused on Long-Term Growth Themes

Portfolio Managers Doug Rao and Nick Schommer discuss why they believe it is important to balance near-term optimism for equities in 2020 with a focus on long-term themes.

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Market GPS: Staying Nimble to Find Value Opportunities

With stock multiples at historic highs, investors may need to increasingly consider downside risk and look broadly to find attractive valuations.

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Market GPS: Trade and Interest Rates Hold Keys to Economy in 2020

John Fujiwara explains why a potential stock rotation and the shape of the yield curve are two themes meriting investors’ attention in 2020.

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