Tag Archives: Active Managers

A Look at the Year Ahead

Providing some answers to the questions on the media’s minds (and maybe the investors’). This is the time of year when we get a lot of questions regarding our outlook for next year including a call for point estimates on the usual indices and other variables. It is somewhat pointless to provide point estimates, but […]
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Do recent events create opportunities in high yield?

Awaiting the Fed—Does it Matter?

Portfolio Repositioning We are still in the midst of portfolio repositioning, as not necessarily a cause of the market’s volatility, but in response to the markets initial decline triggered by China’s move to float its currency and introduce other measures to support the economy as capital flows out of the country. Commodities This has brought […]
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