Active Insights

Learn how our portfolio managers are positioning their funds for the opportunities and risks of the year ahead.

Portfolio manager David Rolley explains where he’s finding the most attractive global fixed income opportunities and lays out why he thinks the macro environment is more uncertain today than at any other time in his career. 

Are we in an AI bubble? Portfolio manager Aziz Hamzaogullari offers his take and explains how he is capitalizing on opportunities arising from China’s shift to a consumer-oriented economy. Please note this video is for advisor use only and requires Advisor Hub login.