Positioning for Alpha Opportunities in the Year Ahead

Portfolio manager Dan Bastasic discusses the macro picture for 2023 and explains why he likes the outlook for high yield and U.S. stocks.
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Portfolio manager Dan Bastasic discusses the macro picture for 2023 and explains why he likes the outlook for high yield and U.S. stocks.
Read our 2023 Market Outlook for perspective and insight on the opportunities and challenges of the year ahead.
Find out how our portfolio managers are positioning their funds for today’s high-inflation, rising-rate environment.
Portfolio managers Dan Bastasic and Sébastien Mc Mahon offer their insights on the volatility we’re seeing in the markets and explain what they’re doing to manage risk and seize opportunities in the weeks and months ahead.
Our portfolio managers and sub-advisors discuss the causes of the current downturn and explain how they are positioning for the road ahead.