Charting Europe’s path to economic renewal

Charting Europe’s path to economic renewal

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ABS may provide attractive opportunities beyond traditional fixed income benchmarks

Portfolio Managers John Kerschner and Nick Childs discuss the asset-backed securities (ABS) market, identifying key risks and opportunities for investors seeking to navigate the evolving fixed income landscape. 

Exploring opportunities in energy and financials amid shifting sector leadership

In the latest episode, our Research Team sector leads Noah Barrett and John Jordan discuss their outlooks for energy and financials and explore how interest rates, AI, and evolving policy dynamics are shaping opportunities across their sectors. 

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