Our Global Fixed Income strategies use disciplined, value-based analysis directed at actively managing duration, yield curve exposure, sector allocation, country analysis and security selection.
We believe a core fixed income allocation is the anchor of a well-diversified portfolio. It should provide a stable source of return regardless of the market environment while protecting portfolio capital. As a core fixed income manager, our objective is to safeguard your assets while consistently g...
Learn MoreWe believe that emerging market bonds are regularly mispriced due to investors’ overemphasis or overreaction to short-term events such that consistent risk-adjusted returns can be achieved by systematically identifying undervalued countries and companies as bond prices generally follow credit fund...
Learn MoreAuthor: Yong Zhu, Senior Portfolio Manager
We believe country selection is critical to successful, risk-managed investing in Emerging Markets Debt. ...
Download PDFAuthor: Mark Foust, Director and Portfolio Specialist
Ch-ch-ch-Changes…..That is what the last few months of 2020 was about. Two main events occurred during the quarter that are sparking significant changes....
Download PDFAuthor: Yong Zhu, Senior Portfolio Manager
We believe country selection is critical to successful, risk-managed investing in Emerging Markets Debt. ...
Download PDFAuthor: Mark Foust, Director and Portfolio Specialist
Back in 1973, Bob Seger released a song called “Turn the Page”....
Download PDFAuthor: Mark Foust, Director and Portfolio Specialist
U.S. Dollar and local currency Emerging Markets Debt (EMD) declined significantly in February and March due to the impact of the pandemic....
Download PDFAuthor: Yong Zhu, Senior Portfolio Manager
We believe country selection is critical to successful, risk-managed investing in Emerging Markets Debt....
Download PDFAuthor: Mark Foust, Director and Senior Portfolio Specialist
So, what is the letter of the day? ...
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