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May 2020 / INVESTMENT INSIGHTS
Dealing with the coronavirus pandemic and its impact on global equities
David J. Eiswert Portfolio Manager
Samy Muaddi Portfolio Manager
May 2020 / VIDEO
Investors may be wondering, “What is the market pricing in with respect to how we...
Sebastien Page Head of Global Multi-Asset
April 2020 / INVESTMENT INSIGHTS
There are potential opportunities when spreads are wide or tight
By Lowell Yura & Max Yu
By Lowell Yura & Max Yu
April 2020 / INVESTMENT INSIGHTS
Liquidity has improved enough to support credit stabilization
By Adam Marden
Adam Marden Multi-Asset Investment Analyst
March 2020 / INVESTMENT INSIGHTS
Treasury yields may hit a bottom and credit spreads could peak very soon
By Ken Orchard
Ken Orchard Portfolio Manager
March 2020 / WEBCAST
Discover David Eiswert's most recent webinar
David J. Eiswert Portfolio Manager
March 2020 / INVESTMENT INSIGHTS
Seeking promising value, including fallen angels, in phase three
Mark Vaselkiv Chief Investment Officer, Fixed Income
March 2020 / INVESTMENT INSIGHTS
Tracking the COVID-19 shock
Alan Levenson Chief Economist
March 2020 / INVESTMENT INSIGHTS
Most investors’ true investment horizons are far longer than the next few months.
Thomas Poullaouec Head of Multi-Asset Solutions, APAC
March 2020 / INVESTMENT INSIGHTS
Looking beyond to find the best outcomes for clients
David J. Eiswert Portfolio Manager
March 2020 / VIDEO
Archibald Ciganer discusses his thoughts on the short and medium term outlook for...
Archibald Ciganer Portfolio Manager
March 2020 / INVESTMENT INSIGHTS
Finding opportunities among high-quality commodity producers
Shawn T. Driscoll Portfolio Manager
March 2020 / INVESTMENT INSIGHTS
Fundamental research can help identify risks and opportunities
Robert W. Sharps Head of Investments, Group Chief Investment Officer
March 2020 / INVESTMENT INSIGHTS
While unsettling, uncertainty can help to affirm investment conviction
Archibald Ciganer Portfolio Manager
March 2020 / INVESTMENT INSIGHTS
Amid the volatility, we remain disciplined in our process.
March 2020 / INVESTMENT INSIGHTS
Why investors should take a closer look at the green bond market.
Quentin Fitzsimmons Portfolio Manager
March 2020 / INVESTMENT INSIGHTS
Significant changes are likely, but not fundamental overhaul
By Katie Deal
Katie Deal Associate Analyst
March 2020 / POLICY INSIGHTS
Discipline that has brought long-term rewards.
March 2020 / INVESTMENT INSIGHTS
Investors fear central banks have reached the limit of their influence.
Nikolaj Schmidt Chief International Economist
March 2020 / INVESTMENT INSIGHTS
Using our knowledge, experience, and resources to find the best outcome for clients.
By Scott Berg
Scott Berg Portfolio Manager
March 2020 / INVESTMENT INSIGHTS
Discover the latest global market themes and the outlook for the world's major regions
By Yoram Lustig
Yoram Lustig Head of Multi-Asset Solutions, EMEA
March 2020 / INVESTMENT INSIGHTS
While caution is warranted, cyclical opportunities exist.
By Joseph Fath & Mark S. Finn
By Joseph Fath & Mark S. Finn
March 2020 / VIDEO
Find out how our portfolio managers are carefully implementing proactive ideas
Robert W. Sharps Head of Investments, Group Chief Investment Officer
March 2020 / INVESTMENT INSIGHTS
Volatility may provide longer-term investors with opportunities
Eric C. Moffett Portfolio Manager
March 2020 / POLICY INSIGHTS
Discipline has brought long-term rewards for clients.
March 2020 / BLOG
Approaching the challenges and potential opportunities of market volatility
David J. Eiswert Portfolio Manager
February 2020 / INVESTMENT INSIGHTS
Drawing parallels between the two outbreaks is tempting but risky
February 2020 / INVESTMENT INSIGHTS
Spread of virus and policy responses will govern long-term impact
Chris Kushlis Credit Analyst
February 2020 / INVESTMENT INSIGHTS
How the coronavirus outbreak could impact bond investors.
By Ken Orchard
Ken Orchard Portfolio Manager
February 2020 / INVESTMENT INSIGHTS
Temporary détente suggests tensions could escalate
By Katie Deal
Katie Deal Associate Analyst
February 2020 / INVESTMENT INSIGHTS
The traditional leading indicators are saying different things
Tomasz Wieladek T.Rowe Price International Economist
Yoram Lustig Head of Multi-Asset Solutions, EMEA
Tim Murray Capital Markets Analyst
Yoram Lustig Head of Multi-Asset Solutions, EMEA
February 2020 / INVESTMENT INSIGHTS
Fears over “secular stagnation” appear to be overdone.
Nikolaj Schmidt Chief International Economist
February 2020 / INVESTMENT INSIGHTS
Duration and spread of virus will govern longer‑term impact.
Chris Kushlis Credit Analyst
February 2020 / INVESTMENT INSIGHTS
Agreement offers political points for both parties.
By Katie Deal
Katie Deal Associate Analyst
January 2020 / INVESTMENT INSIGHTS
The 2020s will present clients with a different set of challenges.
By Yoram Lustig
Yoram Lustig Head of Multi-Asset Solutions, EMEA
January 2020 / video
Laurence Taylor Portfolio Specialist
Scott Berg Portfolio Manager
Yoram Lustig Head of Multi-Asset Solutions, EMEA
Arif Husain Portfolio Manager
January 2020 / Investment Insights
Still Comfortable Being Uncomfortable
David J. Eiswert Portfolio Manager
January 2020 / Investment Insights
Reverse Yankees Are on the Rise
David Stanley Portfolio Manager
David Giroux Portfolio Manager
January 2020 / Investment Insights
Will ESG Factors Lead a Flight Back to Active Investing in Japan?
Archibald Ciganer Portfolio Manager
June 2019 / Investment Insights
Perspectives on Plastic - The Imperative for Better Management
Maria Elena Drew Director of Research, Responsible Investing
May 2019 / video
Maria Elena Drew Director of Research, Responsible Investing
December 2019 / Investment Insights
Saudi Arabia Continues Along Its Reform Path
Seun Oyegunle, CFA Portfolio Manager
December 2019 / Investment Insights
Why I’m More Positive on Global Growth
Nikolaj Schmidt Chief International Economist
Yoram Lustig Head of Multi-Asset Solutions, EMEA
December 2019 / Investment Insights
China Outlook: Stabilization First, Improving Later
By Wenli Zheng
Wenli Zheng Regional Portfolio Manager
Ken Orchard Portfolio Manager
December 2019 / Investment Insights
As Japan Looks to the Future, Productivity Is the Key
Archibald Ciganer Portfolio Manager
December 2019 / Investment Insights
Georgia Leading the Way on Governance
Peter Botoucharov Emerging Market Credit Analyst
December 2019 / Investment Insights
Countdown to Brexit: Conservative Win Paves Way for UK Exit
Quentin Fitzsimmons Portfolio Manager
December 2019 / Investment Insights
Prospects for a Shift Back to Value
Sebastien Mallet Portfolio Manager
December 2019 / Investment Insights
Comfortable With the Uncomfortable
December 2019 / Investment Insights
Cognitive Diversity Investing in a Better Approach
By Samy Muaddi
Samy Muaddi Portfolio Manager
December 2019 / Investment Insights
“Intelligent Augmentation”: IA Instead of AI
Robert W. Sharps Head of Investments, Group Chief Investment Officer
December 2019 / Investment Insights
Looking Beyond Negative Yields
Steven Boothe Portfolio Manager
Samy Muaddi Portfolio Manager
Yoram Lustig Head of Multi-Asset Solutions, EMEA
Samy Muaddi Portfolio Manager
Oliver Bell Portfolio Manager
November 2019 / Investment Insights
Five Trends Shaping Markets In 2020 - And How to Respond
By Yoram Lustig
Yoram Lustig Head of Multi-Asset Solutions, EMEA
November 2019 / Investment Insights
Emerging Markets Corporate Bonds: The Active Opportunity
By Samy Muaddi
Samy Muaddi Portfolio Manager
November 2019 / Investment Insights
Emerging Markets Corporate Bonds: A compelling risk-return trade-off
By Samy Muaddi
Samy Muaddi Portfolio Manager
November 2019 / Investment Insights
When the Going gets Tough: The Resilience of EM Corporate Debt
By Samy Muaddi
Samy Muaddi Portfolio Manager
Samy Muaddi Portfolio Manager
Samy Muaddi Portfolio Manager
Samy Muaddi Portfolio Manager
Yoram Lustig Head of Multi-Asset Solutions, EMEA
Yoram Lustig Head of Multi-Asset Solutions, EMEA
Ernest Yeung Portfolio Manager
November 2019 / Investment Insights
Three Credit Investment Ideas to Consider if Reflation Occurs
By Saurabh Sud & Arif Husain
By Saurabh Sud & Arif Husain
November 2019 / video
Laurence Taylor Portfolio Specialist
Samy Muaddi Portfolio Manager
November 2019 / Investment Insights
Three Benefits of Emerging Market Corporate Bonds
By Samy Muaddi
Samy Muaddi Portfolio Manager
November 2019 / Investment Insights
Market Uncertainty—Never Comfortable But Potentially Profitable
Taymour Tamaddon Portfolio Manager
November 2019 / Investment Insights
Global Economy Appears Poised to Rebound
Christopher Brown Portfolio Manager
November 2019 / Investment Insights
Do Yield Curve Inversions Still Predict Recessions in the Age of QE?
Tomasz Wieladek T.Rowe Price International Economist
Ken Orchard Portfolio Manager
November 2019 / Investment Insights
In Emerging Markets, Does It Pay to Worry About ESG?
By Ernest Yeung
Ernest Yeung Portfolio Manager
November 2019 / Investment Insights
Countdown to Brexit: Will a Christmas Election Deliver Clarity?
Quentin Fitzsimmons Portfolio Manager
October 2019 / Outlook
Assessing Abenomics Against a Backdrop of Trade War Rhetoric
Archibald Ciganer Portfolio Manager
October 2019 / Outlook
Global Equities: Heading Toward a Macroeconomic Crossroad
David J. Eiswert Portfolio Manager
October 2019 / Outlook
Growth Expectations and Central Bank Stimulus Guide Risk Sentiment
By Arif Husain
Arif Husain Portfolio Manager
October 2019 / Blog
Will the Past Repeat itself in a Disrupted World? (Don’t Look Back in Anger)
Laurence Taylor Portfolio Specialist
October 2019 / Investment Insights
EM Debt Reveals its Strength as a Growth Asset
Benjamin Robins Portfolio Specialist
Arif Husain Portfolio Manager
October 2019 / Investment Insights
Shopping for investment opportunities in Latin America
Paulina Amieva Equity Investment Analyst
Jon Hussey Equity Research Analyst, Paper and Forest Industry
October 2019 / Investment Insights
Investing in Health Sciences Breakthrough Therapies
Ziad Bakri, CFA, MD Portfolio Manager
October 2019 / Blog
Disruptive Companies’ Power to Shake up the Market
David J. Eiswert Portfolio Manager
October 2019 / video
Eric C. Moffett Portfolio Manager
October 2019 / Investment Insights
High Yield Bond Opportunities Are Going Global
October 2019 / Investment Insights
High Quality Diversification Benefits of Asia Credit
By Samy Muaddi
Samy Muaddi Portfolio Manager
October 2019 / Investment Insights
Emerging Markets: Reward or Risk?
October 2019 / Investment Viewpoint
Growth Stocks Setting The Pace for Global Equities
Hari Balkrishna Associate Portfolio Manager, Global Growth Equity Strategy
Yoram Lustig Head of Multi-Asset Solutions, EMEA
October 2019 / Investment Insights
Select Opportunities in Europe Amid More Volatile Markets
Dean Tenerelli Portfolio Manager
October 2019 / Investment Insights
Incumbent Firms Change Course to Counter Tech Disruption
Robert W. Sharps Head of Investments, Group Chief Investment Officer
October 2019 / Investment Insights
Central Banks Are Not Pushing on a String
Nikolaj Schmidt Chief International Economist
October 2019 / Investment Insights
E-commerce Disrupts Retail-Related Bonds
Carson Dickson Credit Analyst, High Yield Debt
September 2019 / Blog
Secular Risk: the Way the World is Changing
David J. Eiswert Portfolio Manager
September 2019 / Investment Insights
"Linchpin" Semiconductor Firms Are Propelling Innovation
Yoram Lustig Head of Multi-Asset Solutions, EMEA
September 2019 / Blog
A Disrupted Market Leading to Deflationary Progress
David J. Eiswert Portfolio Manager
September 2019 / Investment Insights
Countdown to Brexit: The Battle Intensifies
Quentin Fitzsimmons Portfolio Manager
September 2019 / Blog
Disruption Driving Dispersion among Equities
David J. Eiswert Portfolio Manager
Scott Berg Portfolio Manager
September 2019 / Investment Insights
China’s Long-Term Opportunity Remains Compelling
September 2019 / Investment Insights
Five U.S. Dollar Themes to Watch
Quentin Fitzsimmons Portfolio Manager
Yoram Lustig Head of Multi-Asset Solutions, EMEA
September 2019 / Investment Insights
Seeking Alpha in Emerging Markets Corporate Debt
By Samy Muaddi
Samy Muaddi Portfolio Manager
September 2019 / Investment Insights
Why Central Bank Independence Could Become a Thing of the Past
Nikolaj Schmidt Chief International Economist
Ernest Yeung Portfolio Manager
September 2019 / Frontier Markets
Five Years of Peace and Prosperity in Frontier Markets
By Oliver Bell
Oliver Bell Portfolio Manager
September 2019 / Investment Insights
A Broader Approach to Investment Grade Corporates
Ken Orchard Portfolio Manager
Samy Muaddi Portfolio Manager
September 2019 / Investment Insights
Three Factors Shaping Prospects in Frontier Markets
By Oliver Bell
Oliver Bell Portfolio Manager
September 2019 / Investment Insights
How Large-Cap Investors Can Adapt to Slower Economic Growth
By Joseph Fath &