In our conference call with fund professionals, we invited three investment professionals, each representing a different view on the investment spectrum, to find out which strategy can deliver performance for investors today.
Liquidity is still king, and the tech sector is likely to continue its outperformance as the virus causes prolonged sector shutdowns, says Brian Lieberman, Long Short Credit Portfolio Manager at Muzinich & Co.
Growth will be driven by strong investor demand and better standards in the market, even though NN IP warns that around 15% of green bonds are still issued by companies involved in controversial practices
The best way to add value to investors is finding managers who can deliver consistent alpha and being able to compound this excess return over time.
As uncertainty mounts, careful credit selection may be key to navigating the upcoming months says Michael McEachern, portfolio manager and co-head of public markets at Muzinich & Co.
To achieve long-term growth it is extremely important to manage the downside. Ed Dearing, Portfolio Manager of the MFS Meridian Funds – Prudent Capital Fund discusses the MFS approach to preserving and growing capital.