Investment Ideas

Investment Team Voices

  • February 21, 2020

    This is an environment where investors are well served by enhanced diversification into asset classes that play at the edges of traditional style boxes. The preferred securities market offers many opportunities for risk-conscious investors seeking income and the potential for total return.

  • February 20, 2020

    Over recent years, many investors have stretched for additional return by increasing risk. The volatility we’ve seen so far this year may make “risk-on” a less comfortable strategy in the future. For investors seeking to smooth out the bumpier ride we expect, short-duration bonds can be a good way to reduce risk while staying invested.

  • February 3, 2020

    For investors who recognize the importance of global equity market exposure but are concerned about volatility, global convertible securities may be just the ticket.

  • January 30, 2020

    Investment opportunities in the aerospace industry are evolving due to global demographics and the grounding of Boeing’s MAX aircraft. Our team speaks to the sustainable long-term trends they see for select global commercial aerospace companies.

  • January 22, 2020

    Our global team sees many exciting opportunities for non-U.S. technology companies, including Asian and European companies supporting China’s massive 5G buildout.