A Turning Point for High-Quality, Large-Cap Growth Investing

High-quality stocks have faced an unusually long cycle of relative under-performance, creating challenges for active growth managers with a focus on quality. We believe this trend may be poised to reverse, and that a stronger U.S. economy and credit markets are likely to refocus investors on fundamentals, favoring high-quality stocks.

Focus on Fixed Income - April 20, 2015

Review of first quarter 2015 and Outlook for the coming months.

  • Fixed-Income Markets