Global Value and Income Dispatch

Managing through rising rates with “2020 Hindsight”

02 Feb 2021
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  • 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


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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