Market Insights

Will U.S. equities continue to outperform?

Investment manager looks for quality regardless of location

By Maddie Johnson |February 16, 2024

3 min read

Finding opportunity in fixed income

Why bonds can once again mitigate risk in portfolios

By Maddie Johnson |February 12, 2024

2 min read

Bond defaults don’t drive economic distress

Rising defaults a symptom, not the cause, of macro stress, Moody’s finds

By James Langton |February 8, 2024

1 min read

Markets may be pricing in ideal scenarios

A rise in bond yields could create an attractive entry point

By Maddie Johnson |February 5, 2024

2 min read