Active Insights

Our portfolio managers discuss the economic and investment implications of three possible outcomes – a Trump win, a Harris win, and no clear result.

Portfolio managers Dan Janis and Noelle Corum discuss:

• Overall attributes of the fund
• Positioning changes the team has made since coming on as sub-advisor
• The current distribution of credit positions across the carry, defensive and value sleeves of the portfolio
• The team’s current view of the macro environment

Portfolio manager Tej Rai discusses equity market valuations, interest rates, portfolio positioning and a new addition to the team.