In-depth review of fundamentals and valuations across emerging markets debt.
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
Insight on loan market fundamentals and the role of floating-rate loans within portfolios.
After three years of effective shutdown, travelers and shoppers are expected back in droves and investment is flowing in, and stimulating tourism brightens the outlook for the entire region.
For health care companies, the holy grail of compounding at high returns is underpinned by pricing power, barriers to entry and non-discretionary end market demand.
After the pandemic and Russia’s invasion of Ukraine, supply chain security became the new manufacturing mantra. Companies implemented, or at least discussed, strategies to reduce exposure to supply hiccups that brought about shortages ranging from semiconductors and car parts to food and medicine.
Hedge fund co-investments have an important role to play in client portfolios, explains AIP Hedge Fund Solutions Team Managing Director Jarrod Quigley.
