We combine deep qualitative analysis by our team of investment specialists with powerful quantitative analysis from our proprietary software to inform an unconstrained approach for strong, risk-adjusted returns.
In this short video, he provides a macroeconomic framework for the upcoming month and an overview of the asset classes. He has a positive outlook for the global economy for the course of November. He expects continued economic strength to both fuel corporate earnings and bolster investor sentiment for equities. On the fixed income side, we are positive on high yield as strong macro fundamentals and improving corporate balance sheets provide good guidance for future carry collection.