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How East Asia sees North Korean Risk—Wells Fargo Asset Management

The perspectives from Wells Fargo Investment Institute’s research trip to South Korea, Japan, and China indicate additional market volatility potentially from a variety of sources.

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Global Growth Themes and Forecasts—Loomis Sayles

The longer-term path for stable growth and inflation remains intact, which suggests this fairly slow but steady global expansion can continue.

DoubleLine Total Return Bond Annual Report

The goal of our recent site visits to DoubleLine Capital's Los Angeles office was to refresh our due diligence and confirm our understanding of the team’s investment edge. Our conversations with team members reinforced our understanding of the process, as well as our confidence in DoubleLine Total Return Bond, which remains Recommended.

Risk and Return … in Absolute Terms

GMO’s Jeremy Grantham has suggested higher valuations may be here to stay, but we tend to think about risk and return in absolute terms.

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