Watch Jan Straatman, Salman Ahmed and Samy Chaar explain why the need for investors to rethink their investment approach will be more important than ever in 2017.
Peter Dionisio, Co-Portfolio Manager of LO Funds–Europe High Conviction
Peter explains how adhering to a rigorous high conviction investment process is critical to delivering performance over the long-term.
Cyril Marquaire, Co-Portfolio Manager of LO Funds–Europe High Conviction
Cyril Marquaire explains how adhering to their rigorous investment process is critical to navigate in diverse market conditions (in French)
We believe embracing a new paradigm in fixed income markets involves adopting a strategy built around trading less and building safer portfolios focused on quality.
Here we explain why investors should consider fundamentally-driven portfolio construction in a low turnover framework.