Where It Pays to Get Choosy: A Case Study in Stock Selection

Published on August 29, 2024

The healthcare sector offers a compelling mix of defensive characteristics and growth potential driven by innovation. It also features ample dispersion that presents stock pickers with an opportunity to parse potential leaders and laggards in pursuit of above-market return.

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High-Yield Bonds: Are They Attractive Now?

August 29, 2024
High-yield bonds have been one of the best-performing bond investments so far this year, but there may be better entry points down the road.

Cat bond favoring hedge fund says returns already weakened

August 29, 2024
Fermat Capital Management, one of the world’s biggest investors in catastrophe bonds, says anxiety about this year’s hurricane season has already left a meaningful dent on returns.“Returns in May were low and even negative for a lot of funds,” Brett Houghton, managing director at Fermat, said in an interview. “Widespread fears about a particularly severe hurricane season meant there was a lot of s