Insight on loan market fundamentals and the role of floating-rate loans within portfolios.
In-depth review of fundamentals and valuations across emerging markets debt.
Portfolio Manager Dónal Kinsella explains three key areas that high yield bond investors should consider and why a discerning approach to credit selection is key.
The perfect storm of COVID-19, the conflict in Ukraine, high global interest rates and a strong U.S. dollar (USD) culminated in 2022 with the highest number of sovereigns facing distress in over 25 years.
Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.
GLOBAL FIXED INCOME BULLETIN VIDEO
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
While the fundamentals and investment thesis for senior housing are compelling, the subtleties of different care segments and the service-oriented nature of caring for elderly residents create operational risk, requiring a nuanced investment strategy and dedicated operating expertise.
In 2023, we maintained our commitment to active proxy voting and addressing sustainability issues across emerging markets, leveraging our investment platform and institutional knowledge to engage with management teams of our portfolio companies.
