Robert J. Schoen
Co-Chief Investment Officer, Global Asset Allocation
More from the team
Inflation is a challenge, but for many reasons we don't believe financial markets will experience a repeat of the stagnant 1970s.
A recent Active Insights podcast features a discussion of leveraged loans, and collateralized loan obligations (CLOs).
The U.S. will likely avoid a recession in 2022, in our view. That risk rises next year as the Fed raises rates and China decelerates.