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In this video update, Ben Lofthouse, Global Equity Income portfolio manager, explains the recent market rotation from defensive to cyclical stocks and examines key risks and opportunities for global equity income investors.
Jenna Barnard, CFA, Co-Head of Strategic Fixed Income, and John Pattullo, Co-Head of Strategic Fixed Income, give a macroeconomic overeview, current positioning and performance for the Strategic Income Fund and their 2017 outlook.
John Pattullo, Co-Head of Strategic Fixed Income, discusses the reflation theme & why it’s too early to call an end to the bond bull market
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