Avoiding Fallen Angels: When Credit Research Matters Most

Published on April 25, 2025

Downgrades and defaults can detract from corporate bond portfolio performance. Let’s look at how applying fundamental credit research may help reduce these risks.

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Chinese Equities: Investing in Stocks That Transcend Tariff Turmoil

April 25, 2025
A raft of reciprocal tariffs between China and the US could bruise China’s export revenues in the short term. But its domestically focused economic engine and shrinking dependency on US trade should minimize fallout in the long run.

It’s Complicated

April 25, 2025
Asia-Pacific will likely be the hardest hit region from a steep increase in U.S. tariffs.