PERSPECTIVES
EM Backdrop Supportive, but No Clear Inflection Point
June 24, 2026
By Wilfred Wong, CFA
Emerging markets are benefiting from improved investor sentiment and lower oil prices amid geopolitical shifts, while persistent inflation risks and slow real economic recovery underscore the importance of selectivity for fixed-income investors.
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July 07, 2026
YOUR GOALS, OUR INVESTMENT EXPERIENCE
Insurance Asset Management
Expert understanding and client-centric approach for insurance companies
Liability Driven Investing
Customized solutions to fit your LDI needs
ABOUT US
Bond markets are unpredictable. Our investment philosophy is not.
Our investment philosophy is grounded in a collaborative team-based approach that leverages long-term fundamental value investing and multiple diversified strategies in seeking to meet clients' objectives.