Investors face a new paradigm in the wake of quantitative easing programs put in place by central banks around the world. Faced with low yields on Treasurys in the United States and negative yields on sovereign debt overseas, the challenge all investors face is how to generate meaningful risk-adjusted returns. Scott Minerd, Global Chief Investment Officer, and Anne Walsh, Assistant Chief Investment Officer, Fixed Income, share insights on where our investment team is finding value.
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Scott Minerd, Global Chief Investment Officer, sheds light on U.S. economic strength, headwinds for the EU, and which emerging markets look attractive for long-term investors.
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Longer-term bond yields are near their highs for this cycle, while the environment for riskier assets like high-yield bonds, bank loans and stocks remains positive.
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Our first quarter 2017 report reflects expectations for strong risk-asset performance as President Trump’s economic agenda takes shape.
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