Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.
GLOBAL FIXED INCOME BULLETIN VIDEO
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
While the fundamentals and investment thesis for senior housing are compelling, the subtleties of different care segments and the service-oriented nature of caring for elderly residents create operational risk, requiring a nuanced investment strategy and dedicated operating expertise.
In 2023, we maintained our commitment to active proxy voting and addressing sustainability issues across emerging markets, leveraging our investment platform and institutional knowledge to engage with management teams of our portfolio companies.
Despite still high levels of growth and inflation (relative to targets), bond investors have become optimistic about future Fed policy. What is the impact on fixed income markets? The Broad Markets Fixed Income team explains.
In his June TAKE, Senior Portfolio Manager Andrew Slimmon discusses earnings revisions as a major driver of stock performance this year and talks about the importance of using highly active managers and avoiding closet indexers.
Many of the companies that our International Equity team owns aren’t just resilient, but they develop products and services that help other companies build their resilience.
