Jim Cielinski, Global Head of Fixed Income, as he looks at 2022 and the scenarios that might occur as the year unfolds.
TEST2 Migration: Sustainability and digitalisation: speeding the transition to a low carbon world
Hamish Chamberlayne, CFA Head of Global Sustainable Equities | Portfolio Manager Key takeaways The COVID-19 crisis has highlighted, and in some instances advanced, the developments made in the digital space and has proven society’s ability to function effectively in a low carbon way. The pace of the transition to a low carbon economy is ramping
TEST2 Migration: Health care’s innovation shifts into high gear
Specialty Equities Andy Acker, CFA Global Life Sciences | Portfolio Manager Specialty Equities Andy Acker, CFA Global Life Sciences | Portfolio Manager Portfolio Manager Andy Acker explores the unprecedented number of medical breakthroughs occurring in health care and what it means for the sector. Key Takeaways Biopharma companies developed vaccines for COVID-19 in record time.
TEST2 Migration: Powerful factors coalescing for a rebound in U.S. travel and leisure
US Growth Equities David Chung, CFA Research Analyst | Assistant Portfolio Manager Jeremiah Buckley, CFA Portfolio Manager US Growth Equities David Chung, CFA Research Analyst | Assistant Portfolio Manager Jeremiah Buckley, CFA Portfolio Manager Portfolio Manager Jeremiah Buckley and Assistant Portfolio Manager David Chung discuss the strong recovery potential for travel and leisure industries as
TEST2 Migration: ESG in credit investing: themes, considerations and implementation
Corporate Credit Adrienn Sarandi Director of Fixed Income ESG Corporate Credit Adrienn Sarandi Director of Fixed Income ESG As the focus on Environmental, Social and Governance (ESG) investing globally continues to sharpen, Adrienn Sarandi, Director of Fixed Income ESG, answers some of the most frequently asked questions, including whether COVID-19 has altered the evolution of
TEST2 Migration: Harvesting higher yields in today’s bond markets
US Fixed Income Seth Meyer, CFA Portfolio Manager John Kerschner, CFA Head of US Securitised Products | Portfolio Manager US Fixed Income Seth Meyer, CFA Portfolio Manager John Kerschner, CFA Head of US Securitised Products | Portfolio Manager Head of U.S. Securitized Products John Kerschner and Portfolio Manager Seth Meyer discuss the opportunities available in
TEST2 Migration: Don’t fight the wave of rising rates, surf it
US Fixed Income Greg Wilensky, CFA Head of U.S. Fixed Income | Portfolio Manager Greg Wilensky, Head of U.S. Fixed Income, discusses the outlook for U.S. interest rates and the tools and investments available to navigate their rise. Key Takeaways Rising yields does not mean investors should avoid core bond allocations. We expect the rise
TEST2 Migration: Dystopia 2.0? Assessing the post-COVID landscape
Strategic Fixed Income John Pattullo Co-Head of Strategic Fixed Income | Portfolio Manager Strategic Fixed Income John Pattullo Co-Head of Strategic Fixed Income | Portfolio Manager Although COVID-19 has changed the way we live and work, it has largely been a booster rocket for changes that were happening all along. John Pattullo, Co-Head of Strategic
TEST2 Migration: Credit market’s brave new world
US Fixed Income Seth Meyer, CFA Portfolio Manager John Lloyd Co-Head of Global Credit Research | Portfolio Manager Andrew Griffiths Co-Head of Global Credit Research Global Equities Seth Meyer, CFA Portfolio Manager John Lloyd Co-Head of Global Credit Research | Portfolio Manager Andrew Griffiths Co-Head of Global Credit Research John Lloyd and Andrew Griffiths, Co-Heads
TEST2 Migration: Opportunities and risks in a multi-speed recovery
Global Bonds Jason England Portfolio Manager Daniel Siluk Portfolio Manager Global Bonds Jason England Portfolio Manager Daniel Siluk Portfolio Manager Global Bonds Portfolio Managers Dan Siluk and Jason England explain how an asynchronous global recovery should lead to dislocations and opportunities in fixed income markets. Key Takeaways Global central banks will likely be hesitant to