Beyond Bulls & Bears

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Equity

Casting a Wide Asset Net in a Volatile Sea

We think many US companies are real leaders in their industries globally and that there are still plenty of reasons to invest in them.

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Fixed Income

Corporate Credit Charting its Own Course

As we look forward into 2014, we see relatively few large issuers that appear at risk for default, which should help to support both high-yield and bank loan credit fundamentals.

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Equity

A Time for Optimism in Europe?

Volatile markets and an uneven recovery may appear to justify a cautious outlook for investing in Europe right now, while in the US the specter of ...

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Emerging Markets

A Stock-Picker’s Market Emerging in 2014

Selloffs can be sudden and scary, especially when they seem to come from out of the blue. Such has been the case with the bout of volatility in ...

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Fixed Income

Perspective on Puerto Rico’s Debt Downgrade

The latest headlines report that Puerto Rico’s troubles intensified recently. On February 4, Standard & Poor’s Ratings Services reduced ...