Investment Team Voices

India: Tax Reform Paves the Way for Investment Opportunity

Global Equity Team Perspectives by Nick Niziolek, CFA
August 31, 2016

India has embarked upon economic reforms that we believe can fuel country’s economic recovery. These include a simplified tax that looks set to boost the growth prospects of companies in many industries.

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The Convertible Trifecta, Revisited

Convertible Perspectives by Scott Henderson, CFA
August 23, 2016

We see continued upside opportunities in convertible securities but there may be greater disparity in returns, supporting the need for selectivity and active management.

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“Safety Stocks” Fall Short of Expectations

U.S. Growth Equity Team Perspectives by Scott Becker, CFA
August 12, 2016

Scott Becker, CFA, SVP and Head of Portfolio Specialists, discusses concerns about the valuations of low-to-no-growth “safety stocks” amid recent data that suggests expectations have been too high.

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