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Preparing for a rising-rate environment

Spurred by global reflationary trends, investors are beginning to contemplate an eventual end to ultra-loose monetary policy and a structural rise in interest rates. We offer thoughts from professionals across our firm on ways that investors can position themselves for this potential shift.

 
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Is downside risk management still important? A post US election addendum

Authors: Edward Baldini, CFA, ...

Market trends since the US election reinforce our conviction that a carefully constructed multi-manager approach can mitigate downside risk for equity portfolios across a variety of market regimes. As seen...

File under: Preparing for a rising-rate environment

 
Dec 2016
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Macro and market

Rates are on the rise: What actions should you take

Author: Nanette Abuhoff Jacobson

Just when many people had embraced the idea of “low for longer,” the situation changed. While no two market regimes are the same, historical patterns can be instructive.

File under: Preparing for a rising-rate environment

 
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Bank loans: Yesterday, today and tomorrow

Authors: Jeff Heuer, CFA, ...

Bank loans offer a rare combination of relatively high income, low interest-rate sensitivity, diversification and currently attractive valuations.

File under: Preparing for a rising-rate environment, The search for income and return, Fixed income strategies for today — and tomorrow

 
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The case for absolute-return fixed income

Author: Paul Skinner

Today’s unsettled market conditions bolster the case for absolute-return approaches with no systematic beta bias. There is ample opportunity for active managers across the global government bond and...

File under: Market volatility: Assessing the wild ride, Fixed income strategies for today — and tomorrow, Preparing for a rising-rate environment