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Unique Perspectives

What drives a consistent approach to high-yield fixed income?

Konstantin Leidman, CFA, Fixed Income Portfolio Manager
2023-12-31
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The views expressed are those of the author at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.

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As part of our Meet the Manager series we discuss with Fixed Income Portfolio Manager Konstantin Leidman the key drivers of his approach, ranging from the use of business moats to running marathons.

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Thematic exposure Emerging markets Economic cycle Distribution EM equity Equity Inflation Interest rates Net zero Geopolitical Article Unique Perspectives Thematic solutions iStrat
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Why investing in themes for EM equities may reap rewards

Portfolio Manager Dáire Dunne outlines why he is increasingly optimistic about the potential opportunities within select EM equity themes this year.

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Dáire Dunne, CFA

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Article
2024-02-29
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