Uncovering Value in Today’s Credit Markets

Portfolio managers Dan Ivascyn and Sonali Pier discuss where they see opportunities in the global credit markets and how a multi-sector approach with a global perspective can help balance return against risk. Read our Secular Outlook, “Pivot Points,” for more on our...

What the UK Election Means for Markets

Once again the British electorate has delivered an unexpected political outcome. Having called the election to secure a larger majority, the Conservative party has lost the slender one it had and looks set to form a minority government. Most pressing for investors is...

Are UK Markets Too Complacent About the Election?

With the UK general election on 8 June fast approaching, the most recent average “poll of polls” from the Financial Times shows a fall in the Conservative lead from 20% to 9%. This is barely higher than the 6.5% lead the party secured at the 2015 election, which...

Emerging Markets Are Not All Created Equal

For most investors, targeting foreign countries where there are high expectations for growth is a useful strategy. After all, in the United States, Canada, and Europe, economies are mostly growing at about 2% or less per year. And while these developed markets are...