The market contraction presents better opportunities than we’ve seen in years to generate income, which we balance against the need for resilience in the face of a potential recession.
Rising yields, wider spreads, and heightened market volatility are providing an attractive environment, but caution in credit selection is warranted.
As tragedy unfolds in Ukraine and the world unplugs Russia from the financial system, market volatility has surged. Here are takeaways for investors.
As uncertainty pervades the markets, we are positioning defensively, increasing liquidity and remaining nimble in an effort to generate income amid bouts of heightened volatility.
Global economic activity is accelerating, yet risks remain and valuations appear stretched. A broad and flexible portfolio is crucial.