Investment Team Voices

Field Notes: Japan

Global Equity Team Perspectives by Nick Niziolek, CFA
March 9, 2016

Co-CIO Nick Niziolek shares insights from his recent trip to Japan, including key themes and macro influences that point to investment opportunities.

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The Convertible Trifecta

R. Scott Henderson
March 2, 2016

Credit spreads have widened dramatically, equities have declined significantly, and convertible valuations have cheapened. A reversal in one of these factors could provide a tailwind to convertibles; if all three reverse, convertibles may be poised for a potentially powerful “trifecta.”

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