Investment Team Voices

“Made in China”: China’s Evolving Export Role in the Global Economy

Global Equity Team Perspectives by Nick Niziolek, CFA

May 25, 2016

Infrastructure buildout is a key theme driving long-term growth opportunities, especially in emerging markets. Co-CIO Nick Niziolek discusses the tailwinds that China’s One Belt, One Road initiative is providing to the rail sector, as well as its contribution to China’s changing export landscape.

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Convertible Defaults Remain Muted

Convertible Team Perspectives by Eli Pars, CFA

May 23, 2016

Convertible default rates have remained low and stable over recent years. Co-CIO Eli Pars considers the direction of defaults going forward, including the prospects for the growth-oriented tech and health care sectors the convertible team favors.

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Is Everyone Overpaying for "Safety Stocks"?

Global Long/Short Team Perspectives by Michael Grant

May 17, 2016

Michael Grant, Sr. Portfolio Manager, considers how investors’ potentially misplaced belief in the economy’s fragility influences valuations and opportunities in the stock market.

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Where Has All the Debt Gone?

Global Long/Short Team Perspectives by Michael Grant

May 12, 2016

Michael Grant, Sr. Co-Portfolio Manager, takes a look at debt fears, deleveraging, and the implications for equities.

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The Case for Global Equities Today

Global Equity Team Perspectives by Nick Niziolek, CFA

May 9, 2016

Co-CIO Nick Niziolek discusses the team’s constructive view on core Europe and Japan, as well as the stronger near-term tailwinds for EMs.

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