Westwood Views

Changing Times for Fixed Income

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The Westwood Report: Second Quarter 2017 | Review

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Election Results: Two Lessons

 

Last night’s election results provided two important lessons for investors:

Lesson One: The market is the best poll of all.

Following Brexit and last night’s election, no one will view polls the same ever again. However, leading up to Election Day, market returns and sector performance, specifically in Energy and Financials, were indicating a Trump victory, counter to the consensus view and poll results.

Lesson Two: It’s still (and always) about the fundamentals.

Last night served as a perfect reminder that it’s not about what should be; it’s […]

Investor Insight Series: Westwood Global Convertibles

March 2016

An Asymmetric advantage in less favorable environments.

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Income Opportunity Strategy Fourth Quarter 2015 Update

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MLP Update Podcast

December 14, 2015

Listen to Todd Williams, Portfolio Manager at Westwood, as he provides an update on investing in MLP strategies.

Income Opportunity Strategy Third Quarter 2015 Update

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