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.

Election Insights: Post Primaries, Options Market Signals Low Risk

With Democratic primaries now underway, the options market remains sanguine about financial market risk.

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Coronavirus: Does it Change the Outlook for Chinese Equities?

Assessing the impact of the coronavirus outbreak and potential implications for investors.

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China in Uncharted Territory

With infrastructure investment the last reliable lever policymakers have to manage the Chinese economy’s trajectory, the golden age of China’s economic boom may be over.

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