The absolute level of rates remains historically low, which leaves investors searching for yield. Kevin Flanagan explains why investors searching for income should consider complementing their fixed income portfolio with an emerging markets corporate debt strategy.

We believe there is a unique opportunity today to ride the economic recovery in Europe that has yet to find its footing. Brian Manby explains why investors seeking to access European economic recovery should consider our Europe SmallCap Dividend Fund (DFE).

We believe value and dividend payers still have room to run following historical outperformance to start the year. Against this backdrop, Matt Wagner explains why investors should consider allocating toward higher-quality dividend payers. 

On Cloud Giants, a podcast brought to you by Bessemer Venture Partners (BVP), Byron Deeter of BVP interviews entrepreneurs, founders and great leaders who have built world-changing cloud companies. In this episode, Byron talks to Dan Springer, the CEO at DocuSign, an electronic digital agreement company that has been growing rapidly in recent years.

The value factor has continued to outperform growth globally, including in emerging markets (EM). Alejandro Saltiel discusses how our EM ex-state-owned strategy has outperformed thanks to its state-ownership screen along with a tilt to the most profitable companies in the region.

Inflation uncertainty has been lurking for several months. Matt Wagner explains why equity income may be an attractive inflation hedge for investors with a greater risk tolerance or longer time horizons.