Viewpoints

After a volatile and unprecedented year in global markets, Head of Emerging Market Bonds Luc D’hooge and Head of Emerging Market Corporate Bonds Wouter Van Overfelt recently held a call for investors. We now provide you with access to recordings of both calls, where Luc and Wouter explain their investment approach and give you their outlook for emerging market sovereign and corporate debt.

During the lockdown period, Portfolio Manager Christian Hantel discovered the joys of gardening and learned that it has a lot in common with bond investing. In this Viewpoint, with the help of a few trees, Christian explains how investors can still find income and portfolio stability in a yield-starved world.

Why should investors care about ESG and why has the focus on ESG increased over the last several years? We believe the answer lies partly in the uncertain times in which we live. ESG shines a light on stability. It is not a luxury, but a critical part of risk management.

Emerging market corporate bonds are an inefficient asset class, according to portfolio managers Wouter Van Overfelt and Sergey Goncharov. In this case study, they show how investors can benefit from exploiting those inefficiencies.

Head of Corporate Bonds Mondher Bettaieb and Portfolio Manager Claudia Fontanive-Wyss update their outlook for corporate bonds after Pfizer revealed a possible breakthrough on a Covid-19 vaccine

Unlike horses that need blinders to keep them narrowly focused on winning a race, investors should expand their field of vision to consider the risks around them. Matthew Benkendorf, CIO of the Quality Growth Boutique, shares 5 principles that are critical to help successfully navigate emerging markets.

Charlie Munger, Warren Buffett’s brilliant partner, famously remarked that their investment approach was “simple, but not easy.” After nearly 40 years of investing, Portfolio Manager Ed Walczak explores how the Quality Growth team aims to overcome the many challenges investors face today in determining the “true” value of a company.

The pandemic has dramatically widened the gap between emerging-market winners and losers, and we do not expect the chasm to close. Rather, the “winner takes all” theme will intensify. Here’s how we separate the wheat from the chaff.

Investors' return expectations with multi-asset portfolios are high. Achieving them going forward calls for rethinking the investment approach, especially in terms of diversification, asset allocation, and a system to get rid of emotional decisions.