Moving Forward: Investing in Challenging Times

We invite you to read insights from our affiliates’ portfolio managers about investing in the aftermath of the coronavirus pandemic. Choose a topic to read multiple questions and answers with teams from our partner affiliates ClariVest Asset Management, Cougar Global Investments, Eagle Asset Management, Reams Asset Management, and Scout Investments.

Portfolio Management

How do you think lessons learned during the Global Financial Crisis will potentially impact continued policy response and portfolio management decisions?

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Fixed Income

How do you see the corporate debt landscape changing, and are you capitalizing on these changes? How do you expect this to affect benchmarks, and various fixed income markets as a whole?

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Consumers and Consumer Sectors

What are the primary challenges and opportunities in travel, restaurants, leisure?

Energy and Oil

What is the future for U.S. energy production due to the Saudi-Russia price war?


How do you perceive the state of the healthcare system in the U.S. today? Where are the stresses anticipated or already being seen?

Fixed Income

How do you see the corporate debt landscape changing, and are you capitalizing on these changes? How do you expect this to affect benchmarks, and various fixed income markets as a whole?

International Markets

What are your thoughts on the actions other nations have or have not taken, and what kinds of challenges or opportunities could those actions present?

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Active vs. Passive

What impact do you think passive investment vehicles have had on the market leading up to and during this crisis? What opportunities could be available to active managers to benefit?

Small Caps vs. Large Caps

How are you viewing the valuations in the space? How are you looking at your companies and what metrics are you focusing on?

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Growth vs. Value

What dynamics were at play to cause the dispersion between growth and value, and what is your outlook for the dynamic moving forward?

Monetary and Fiscal Policy

Do you think policy responses are appropriate? What do you think will be their effectiveness? What long-term damage could we see from the “emergency” Fed actions?

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Volatility and Liquidity

Heightened volatility is occurring across asset classes. What does this imply in your view, and what might stabilize this? What will be required for markets to recover?

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All investments are subject to risk. Asset allocation and diversification do not ensure a profit or protect against a loss. There is no assurance that any investment strategy will be successful or that any securities transaction, holdings, sectors or allocations discussed will be profitable.

This material may include forward-looking statements. These statements are not historical facts, but instead represent only beliefs regarding future events, many of which, by their nature, are inherently uncertain. You should not place undue reliance on forward-looking statements as it is possible that actual results and financial conditions may differ, possibly materially, from the anticipated results and financial conditions indicated in these forward-looking statements.

There are uncertainties, unknown risks, and other factors that may cause actual results, levels of activity, performance or achievements to be materially different from any future results, levels of activity, performance or achievements expressed or implied by these statements. The statements are based on the views of the advisor and are subject to change.

The information contained within does not represent a recommendation to buy, hold or sell any security and it should not be assumed that the securities transactions or holdings discussed were or will prove to be profitable. All holdings are subject to change daily. The information presented is not tax, investment or legal advice. Prospective investors should consult with their advisors.

Indices are unmanaged, and one cannot invest directly in an index. Indices do not reflect any fees, expenses or sales charges.