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Fixed Income Insights
High Yield: Bridging the Gap to a Post-COVID World
What lies ahead for high yield markets? Head of Global Public Fixed Income, Martin Horne weighs in on what the bifurcated asset price recovery, record issuance levels and falling default expectations imply for high yield markets in the months ahead.
Market Outlooks
Finding Opportunities After the Rebound
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Following the market rebound, we are relying on our strategic investing approach to identify selective opportunities.
Investing Ideas
Ten Lessons From Ten Years
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We believe that portfolio managers who follow a sound, repeatable investment process still can add value for clients.
Market Outlooks
U.S. Presidential Election Adds to Uncertain Environment
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Salient policy differences between the presidential candidates could have important implications for investors, particularly involving taxation.
Investing Ideas
It May Be Time to Consider Non-U.S. Equities
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Investors seeking non-U.S. equity diversification but continued exposure to technology may want to consider emerging markets.
Market Outlooks
Global Markets Monthly Update - September 2020
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Stay informed about global economic development and our perspective on market conditions.
Market Outlooks
PMC Weekly Market Brief - October 26, 2020
PMC Weekly Market Brief - October 26, 2020