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Article: Short-Duration High Income Bonds as a Defensive Building Block
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Short-Duration High Income Bonds as a Defensive Building Block

Short-Duration High Income Bonds as a Defensive Building Block: Portfolio Manager Jim Dudnick discusses where and when to consider short-duration high yield.

February 14, 2025
Article: How Trump 2.0 Could Boost the Next M&A Supercycle
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How Trump 2.0 Could Boost the Next M&A Supercycle
December 11, 2024
Article: The politics of tech: what the US elections mean for Silicon Valley
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The politics of tech: what the US elections mean for Silicon Valley
October 28, 2024

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Win Big or Win Often: Which Matters More?

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Screening for high levels of excess capital is a good starting point for finding winners—but persistent stock picking comes from fundamental analysis to identify companies that best use their dry powder.

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After a bumpy start, 2024 emerged as a year of resilience for fixed income markets, with strong returns and a promising outlook for U.S. corporate bonds.

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