James A. Fetch
Head of Portfolio Construction
More from the team
Although there are near-term challenges, we believe there remains a long runway for growth as technology companies penetrate massive addressable markets.
A recent Active Insights podcast features a discussion of leveraged loans, and collateralized loan obligations (CLOs).
The U.S. will likely avoid a recession in 2022, in our view. That risk rises next year as the Fed raises rates and China decelerates.