Our principles: stay true to the process; recognize uncertainty for what it is; remain focused on fundamentals; and utilize periods of uncertainty to consider implications for portfolio positioning.
Approaches that promote a more sustainable society and economy align to a given client’s personal view—and it’s important for an advisor to understand each client’s objectives and preferences.
Daniel Graña, Matthew Culley and Matt Doody explain why environmental, social and governance (ESG) factors are becoming increasingly important in the analysis of emerging market (EM) companies.
Portfolio Managers Doug Rao and Brian Demain discuss the changing market environment for growth equities ‒ from the Russia/Ukraine conflict to repercussions developing from the COVID policy response.
Replay: Investing Amidst Uncertainty: Help to Address Investor's Current Concerns and Effects of Global Conflict
We provide our take on inflation, rising rates, and market impact, a look at how global conflict is affecting markets, supply chain, and portfolios, and our talking points for addressing the current market with investors.
CLOs are not a new asset class, but their availability to a wider range of fixed income investors is. Like all securitized products, a CLO manager pools together different loans to create a portfolio in an attempt to produce a more diverse and more secure offering. MBS do this for home mortgages; CLOs do this for commercial bank loans.
Hamish Chamberlayne, Head of Global Sustainable Equities, explains how the responsible use of plastics is an important consideration for evaluating the sustainability of a business.
Mounting tensions between Russia and Ukraine resulted in a Russian invasion into Ukraine sovereign territory in February. We continue to monitor events and their impact on asset classes closely. As our conditions and our views evolve, we offer our perspective on the market’s response.
Fears of the dreaded “triple R” are growing—encompassing a recession, rising rates, and a loss in real household incomes. It is a dangerous time for investors, especially for those that draw a straight line from economic events to portfolio changes. We must be intentional and focused on our goals, including understanding what was already priced in and managing any risks to our convictions.
The rapid escalation between Russia and Ukraine has dramatically shifted investor sentiment. We are witnessing a meaningful setback in key financial markets, prompting volatility and negative speculation. This is normal amid uncertainty, but it is worth stepping back to understand the fundamentals of the situation.
In a rising rate environment, fixed income investors need a floating rate option. CLOs may provide the flexibility investors need to respond and benefit from potential rate hikes.