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Four ways to add value in fixed income

Our Blog Feb 13, 2017 Colin J. Lundgren, Head of U.S. Fixed Income

Interest rates aren’t the only thing that determines fixed-income returns — know the four sources.

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Tactical asset allocation update

Our Blog Dec 07, 2016 Global Asset Allocation Team

Overall, we remain neutral — but the results of the U.S. election could be the catalyst for an inflection point in the markets.

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The Italian referendum: Fixed-income response

Our Blog Dec 05, 2016 Adrian Hilton, Portfolio Manager

Italian Prime Minister Matteo Renzi has resigned following the decisive rejection of his proposal for constitutional reform. The question for investors is what this means for markets and portfolios.

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How to think about currency risk in emerging markets

Our Blog Dec 01, 2016 Edward Kerschner, Chief Portfolio Strategist

Some perceive currency risk in emerging markets to be riskier than it actually is.

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Tactical asset allocation update

Our Blog Oct 12, 2016 Global Asset Allocation Team

Overall, we remain neutral — but the threat of temporary market tantrums has raised the bar on portfolio risk management.

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