Beyond Bulls & Bears

An Unconstrained View of Corporate Credit Amid the Rate Debate

An Unconstrained View of Corporate Credit Amid the Rate Debate

In general, free cash flow for a lot of companies remains fairly robust and that helps to support the corporate credit outlook at least over the balance of the year, in our view.

Hasenstab: The Contrarian Case of Hungary

Hasenstab: The Contrarian Case of Hungary

We started investing in Hungary a number of years ago when the market was very bearish on the fundamental outlook for the country. We saw long-term potential even though we recognized that in the short term Hungary faced a difficult period.