Volatility is opening up attractive entry points into emerging markets

Matthew Murphy, Institutional Portfolio Manager of the Emerging Markets Team at Morgan Stanley Investment Management (MSIM), shared his view on the implications of the policies introduced by the Trump Administration for emerging market debt (EMD). Murphy then explained the firm’s approach to the EMD segment.

Mike Riddell, portfolio manager of Fidelity Strategic Bond Fund, provides an overview of the macroeconomic environment and outlines his views across the strategy’s main alpha sources.

Loomis Sayles’ David Rolley digs into the rationale behind Trump’s trade war and its potential consequences.

How can investors navigate the impact of tariffs and a rapidly changing global economy?

Investors looking for shelter in a volatile economic climate will find an attractive entry point for private real estate, says Gracie Coburn, Assistant Portfolio Manager and Vice President of Nuveen Global Cities Strategy at Nuveen.

Private Credit, a nascent and rising asset class for wealth portfolios but one that is close to ubiquitous amongst institutional investors, can offer stable, high yielding returns and reduced volatility compared to traditional fixed income, says Michael Massarano, Partner and Deputy CIO at Arcmont Asset Management, an investment-affiliate of Nuveen.