Portfolio Managers John Kerschner, Nick Childs, and Jessica Shill discuss how adding floating-rate CLOs to traditional fixed-rate bond portfolios may improve risk-adjusted returns.
Spiking inflation, rising interest rates and growing fears of a US recession dominated global equity markets in the second quarter. While the outlook is very cloudy, it’s important to evaluate what types of strategies can help investors in an economic downturn.
The COVID-19 pandemic has had unprecedented implications for the healthcare sector—but with challenges have come changes, including the adoption of innovative new technology that is improving the standard of care and creating investment opportunities for active managers.
Like a polar bear in a snowstorm, investment opportunities will likely be hidden, but we believe our active approach will help us identify them.
As we entered 2022, many emerging markets were already hurting. Let's take a deeper dive into how we're looking at emerging markets in light of higher commodity prices, rising rates, and the war in Ukraine.
It looks like investing is about to get a lot harder, with thinner return streams and potential pitfalls from ill-timed market sell-offs dominating the post-COVID-19 landscape.
Ahmed Zayat was ready to sell. 152 one-year old horses were set to go to auction and included among them was one of Zayat’s Thoroughbreds that did nothing to separate itself from the herd.
Anyone who has played a casual game of darts, say, at a bar or in the basement, knows an overarching rule of the game: it gets harder as it progresses. While rule systems vary, most games start with a wide-open board full of possibilities. But then, by the end, you’re aiming for the Double 18 and only the Double 18 to win. In short, it’s a game of precision that seems easy at first but becomes very, very hard by the end.
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.
Electric vehicles are becoming more popular, but changing the market with each purchase.