Portfolio Manager Bill Nygren of Harris | Oakmark believes value investing is regaining relevance after a decade in the shadows. According to Nygren, the current market presents an unusually attractive landscape for value investors, with wide valuation spreads and many quality businesses trading well below long-term averages, particularly outside the technology sector.
Private credit has traditionally been synonymous with direct lending, private loans to sponsor-backed companies outside the banking system. But that narrow lens is rapidly widening. Investors are now tapping into a much broader universe of private credit, encompassing asset-backed finance, opportunistic credit, infrastructure lending, and more.
In an economic climate defined by uncertainty, market volatility, and geopolitical shocks, insurance portfolio managers are finding themselves in increasingly complex territory. But at Guggenheim Investments, this environment is far from uncharted. With the majority of their assets under supervision serving insurance companies, their investment philosophy is firmly rooted in resilience and long-term stewardship.
The recent thaw in U.S.-China trade tensions and the Federal Reserve’s cautious stance have become pivotal themes for investors navigating an increasingly complex market landscape. Jack Janasiewicz, lead portfolio strategist at Natixis Investment Managers, and Brian Hess, investment strategist, unpack the implications for equities and economic growth in their latest discussion.
Picture this: You’ve spent decades building a career, raising a family, contributing faithfully to your 401(k). The finish line is in sight. Retirement should feel like freedom. But instead, it feels like a gamble.
The investment landscape is rapidly evolving, and few strategies are capturing attention like direct indexing. In a recent Asset TV Masterclass, industry leaders unpacked the current momentum behind this trend and explained why it's becoming central to wealth management.
With geopolitical tensions, fiscal uncertainty, and disruptive tariff policies dominating headlines, U.S. markets have entered another period of turbulence. For many investors, the response has been familiar: move toward the relative safety of fixed income. According to Kent White, Vice President of Fixed Income Mutual Funds at Thrivent Asset Management, fixed income is proving once again to be a vital portfolio anchor during uncertain times.
Artificial intelligence is transforming national security, data infrastructure, and global competitiveness. But as the demand for AI capabilities grows, so too does the energy demand. In the United States, the federal government is turning to nuclear power to help meet this challenge. President Trump’s May 23 executive order, which fast-tracks advanced nuclear technologies, signals a renewed commitment to nuclear energy as a foundation for national security and AI infrastructure.
Sarah Henry, Managing Director and Portfolio Manager, joined Reuters TV Sectors UpClose to discuss the consumer sector as tariff uncertainty continues to impact consumer behavior.
IMPAX Asset Management has warned that the outlook for US residential solar is growing more fragile, highlighting a series of compounding risks that are beginning to challenge a previously resilient segment of the sustainable fixed income market. In a new report, the firm notes that solar loan asset-backed securities are under pressure due to a convergence of structural and macroeconomic headwinds.
