Other Investment Vehicles (By clicking below, you will be redirected to the U.S. website for a list of SMAs. Not all SMA offerings are available to Offshore clients.)
As investors wait for additional clarity on trade and fiscal policy, we offer six themes we think will drive fixed income markets in the second half of the year.
Value investing is often synonymous with finding ‘cheap’ stocks. But cheap doesn’t always mean a bargain. We go beyond traditional valuation measures using a more expansive framework to target attractively valued companies through both a value-creation and quality lens.
Over the last 35-plus years, U.S. convertibles have produced equity-like performance but with lower volatility. And thanks to accelerated new issuance at favorable terms, today’s opportunity set has expanded, adding to the appeal of this unique asset class.
The fluid tariff situation is paralyzing businesses, worrying consumers, and confusing investors. In periods of high uncertainty, we believe the best approach is to remain steady and reassess whether portfolio allocations align with investment goals. Here’s how our teams are managing the current environment.