Our Approach

Global market perspective. Tailored investment solutions

A disciplined approach is grounded in understanding market dynamics in relation to your unique investment needs. We create tailored portfolio solutions by listening first, strategizing second and collaborating constantly. 

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Experienced investment team. Accessible portfolio manager.

Our asset class experience runs deep. There’s no shortage of proactive thinking and responsiveness from your highly accessible portfolio managers who help deliver on your unique investment needs.

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150 years of investment experience. Expert point of view.

A long history of navigating the markets provides more than an informed perspective. It’s also the source for insightful market intelligence, in-depth, proprietary research and well-informed thought leadership. 

Insights

MACRO STRATEGY

Strength or Softness?

FIXED INCOME

A Shorter Long Credit

FIXED INCOME

The Electric Vehicle Transition: Long-Term Outcomes and Short-Term Uncertainties

REAL STATE

Are We There Yet? The Road to Recovery for CRE

FIXED INCOME

Zambia: A Resource-Rich Copper Giant Awakens

MACRO STRATEGY

Flying Blind

PRIVATE CAPITAL

The Winds of Change: A Closer Look at European Renewable Energy Financing

PRIVATE CAPITAL

Harnessing the Potential of Private Structured Credit

MACRO STRATEGY

Economic Monthly Businesses Ride to the Rescue

MACRO STRATEGY

Relative Value & Tactical Asset Allocation Q2 2024

REAL ESTATE

Decarbonization Metrics for Real Estate Investment

PODCAST

A World in Debt: US Treasuries

FIXED INCOME

Assessing Sovereign Sustainability

MACRO STRATEGY

The Case for a U.S. Productivity Boom

MACRO STRATEGY

Are Consumers Weakening?

MACRO STRATEGY

A Second Trump Presidency? Potential Economic Effects

REAL ESTATE

Gateway Markets and Core Property Types: Not What They Used to Be

MACRO STRATEGY

Robust Jobs and Tight Credit: Will the Consumer Keep Spending?

FIXED INCOME

Overfunded U.S. Pensions: Uses and Benefits of Surplus Pension Assets

REAL ESTATE

U.S. Real Estate Market Outlook Lifting Fog

MACRO STRATEGY

Are Rising State-Level Unemployment Rates Trying To Tell Us Something?

MACRO STRATEGY

Relative Value & Tactical Asset Allocation Q1 2024

PODCAST

Key Takeaways from Our Annual China Deep Dive Forum

MACRO STRATEGY

The Yield Curve Normalization Head Fake

MACRO STRATEGY

Politics, Debt, and Recession: What Could Possibly Go Wrong?

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