Only an active approach can offer more than the market. Our portfolio managers invest with conviction based on fundamental research and a proactive view of risk.
D. William Kohli, Chief Investment Officer, Fixed Income on how his background in quantitative analysis contributes to his approach to investing in dynamic markets.
Higher interest rates can challenge any fixed-income market, but rate increases in advanced economies can cause particular difficulty for emerging markets.
Blog posts
A surprising shortage in housing
September 01, 2015
Home construction is falling behind the pace of new household formation, creating an imbalance between housing supply and demand.
Headwinds buffet emerging-market debt
August 25, 2015
Higher interest rates can challenge any fixed-income market, but rate increases in advanced economies can cause particular difficulty for emerging markets.
What may unlock consumer spending
May 07, 2015
While retail sales have been rather weak, key elements of consumer spending on services, including housing, are growing.