MARKET OUTLOOK

What lies ahead?

Investment Management thought leaders from around the world share their views on markets and asset classes for the year ahead.

MARKET OUTLOOK

What lies ahead?

Investment Management thought leaders from around the world share their views on markets and asset classes for the year ahead.

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Investment Insight

Alternative Lending: Why Today and Through the Credit Cycle?

Sustainability Insight

ESG Investing: Living in a Material World

Resources

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2019 Year-End Distributions

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Sustainable Investing

2020 OUTLOOK

Credit Outlook: A Year of Two Halves -
Technical Is Temporary, Quality Is Permanent

DEC 18, 2019

2019 was a "goldilocks" year for credit.
Will 2020 bring more of the same? The Global
Fixed Income team offers their outlook for a
year that should offer plenty of opportunities
for active managers.

2020 OUTLOOK

Credit Outlook: A Year of Two Halves -
Technical Is Temporary, Quality Is Permanent

Dec 18, 2019

2019 was a "goldilocks" year for credit.
Will 2020 bring more of the same? The Global
Fixed Income team offers their outlook for a
year that should offer plenty of opportunities
for active managers.

Fixed Income Outlook 2020:
From Reset to Recovery

In 2019, central banks cut rates aggressively and pushed bond yields lower to avoid a recession ─ one that never actually materialized. We believe the investment opportunity in 2020 is in the cyclical and less rate sensitive market sectors that are primed for a recovery.

Time to View Hedge Funds through a Different Lens

With traditional asset classes likely to offer lackluster returns, we believe it is a good time for investors to re-think their hedge fund allocations.

2020 Emerging Markets Debt Outlook: Differentiation over Duration

What forces will shape emerging markets fixed income next year? The Global Fixed Income team offers their view on what to expect in 2020.

We know the value of active management in today's market.

Global Fixed Income Opportunities Fund

CUSIP: 616961405
SHARE CLASS: I

Global Fixed Income Opportunities Fund

AS OF 01/24/2020

AS OF 01/24/2020

MORNINGSTAR OVERALL RATING

Share Class - I

262 Multisector Bond - 12/31/2019

Past performance is no guarantee of future results. For complete information click here.

Fixed Income Outlook 2020: From Reset to Recovery

We believe the investment opportunity in 2020 is in the cyclical and less rate sensitive market sectors that are primed for a recovery.

Global Fixed Income Bulletin

The Song Remains the Same

December’s unequal, even seemingly random, bond market performance reinforces our thesis there are few themes that investors can latch onto.

Global Fixed Income Bulletin

Normalization Continues

In many ways, October was a continuation of the developments that started in September. Yet the Global Fixed Income Team now believes fixed income markets have reached a fork in the road: Either data will get better as geopolitical risks recede, or we will return to trade war concerns and deteriorating economic fundamentals.

Global Franchise Portfolio

CUSIP: 61744J283
SHARE CLASS: I

Global Franchise Portfolio

AS OF 01/24/2020

AS OF 01/24/2020

MORNINGSTAR OVERALL RATING

Share Class - I

722 World Large Stock - 12/31/2019

Past performance is no guarantee of future results. For complete information click here.

Global Equity Observer

The ESG Advantage

Does investing in companies with sound ESG practices mean investing in better companies?

global equity observer

Exploring Pricing Power

Why is pricing power important? The International Equity Team explains why it is a key attribute of quality compounders.

GLOBAL EQUITY OBSERVER

Engage with the International Equity Team on its perspectives about ESG in the Global Sustain Magazine.

Global Concentrated Portfolio

CUSIP: 61766J500
SHARE CLASS: I

Global Concentrated Portfolio

AS OF 01/24/2020

AS OF 01/24/2020

MORNINGSTAR OVERALL RATING

Share Class - I

722 World Large Stock - 12/31/2019

Past performance is no guarantee of future results. For complete information click here.

Market Alert with Andrew Slimmon

Don’t Overreact to an Early January. Andrew Slimmon, Head of the Applied Equity Advisors Team, discusses.

Equity Market Commentary - December 2019

In his December commentary Andrew Slimmon talks about staying in the moment and focusing on “where we are NOW,” not where we might be six months or a year from now.

More room to run in 2020?

Although many investors have become more tentative, they could be overlooking two big factors for 2020—improving earnings and a possible election year surge for the economy.

In-depth Market Research

Lower Growth Takes Root in a 4 D World

Our outlook for 2020 isn’t bullish or bearish, just realistic. We see Depopulation, Declining productivity, Deglobalization and Debt slowing growth worldwide.

Swimming Against the Tide

Investing in European equities has felt, at times, like swimming against the tide. Attractive equities exist in 2020 for those that look. Because tides turn.

Differentiation over Duration

What forces will shape emerging markets fixed income next year? The Global Fixed Income team offers their view on what to expect in 2020.