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Views & News

Global Value and Income Dispatch

| Multi-Asset Value
  • Flexible strategies like ours can help shepherd assets through the process of rate normalization
  • Relative to traditional fixed income we feel that equities offer better income, total return, and resilience to rising rates
  • When we did deploy capital into fixed income it was often into more event-driven credit investments
     
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Disclaimer

The views expressed are those of the portfolio manager as of January 2021, are subject to change, and may differ from the views of other portfolio managers or the firm as a whole.

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