Emerging Market Debt: What Now?
April 25, 2013
The emerging market bond universe continues to evolve. We see opportunities in sovereign debt, corporate debt and local currency debt. Portfolio managers Kristin Ceva and Darren Capeloto discuss the emerging market landscape and why we are positive on the asset class. What’s changed? Where are the opportunities now?
Payden High Dividend Stock Strategy
February 28, 2012
Co-portfolio managers of the Payden Value Leaders Fund (PYVLX) discuss our outlook for equities and why high dividend stocks may be appealing. Can investors achieve a high dividend strategy with a combination of income producing instruments? Topics covered include: the potential benefit of high dividend stocks in the current interest rate environment, finding attractive yields in areas beyond common stocks and the investment process, current strategy and performance of PYVLX.
The Art of Economic Forecasting & Mid-Year Outlook
June 21, 2011
Building on Payden & Rygel’s philosophy of investing as an art and a science, this webcast summarizes our views on how to see the world from a top-down macro forecasting perspective. What are the different approaches to forecasting? What are the pros and cons of each? How do we meld the science with the art of human judgment about the outlook? What does all of this tell us for what’s ahead for the US economy and the financial markets?
2010: Is the US Recovery Sustainable?
February 9, 2010
Payden & Rygel's chief economist discusses the implications of higher interest rates, job growth and transitioning from government spending to private demand.
Fixed-Income Opportunities in a Low Rate Environment: What's Attractive Now?
September 24, 2009
Have the markets come too far too fast? Do investors have unrealistic expectations for future returns? What lessons have we learned from the economic crisis? Payden & Rygel experts explore answer to these questions as well as their views on strategies that earn yields while increasing potential for capital appreciation in the current fixed-income environment.
Emerging Europe: Up, up and away?
September 23, 2009
After a tough 2008, the markets of Emerging Europe have posted some of the highest equity returns worldwide so far this year. Vladimir Milev, CFA discusses the ongoing recovery of Emerging Europe’s equity markets.
Why Invest in Emerging Market Debt?
September 10, 2009
Our experts discuss emerging market fixed-income and explore the various investment opportunities and challenges the asset class presents.
Economic View: Is the Worst Behind Us?
April 9, 2009
Payden & Rygel's chief economist shares insights on the issues facing the US and global economy. The discussion is focused on what the economic data is telling us about the prospects for an economic recovery.
High Yield Bond Update - First Quarter 2009
January 22, 2009
Does dislocation create opportunity? Sabur Moini, portfolio manager of the
Payden High Income Fund (PYHRX), gives an update on the high yield market and discusses the marked improvement of the asset class since December 2008. The presentation identifies some of the positive factors of investing in the high yield market in 2009.
Fixed-Income Update
- Third Quarter 2008
October 30, 2008
Payden/Wilshire Longevity Funds portfolio manager provides an update on the funds as they celebrate their one-year mark. Presentation includes discussion of the increasing popularity of target date investments, and a review of performance and the competitive landscape.
Can Eastern Europe Provide Refuge from a Global Economic Slowdown?
July 19, 2008
Discussion of the drivers of performance in Eastern Europe's equity markets. Topics covered include: Medvedev's inauguration and Russia new "duopoly," how the rise in global inflation is affecting Eastern Europe's economy and what to expect of the markets for the rest of the year.
A Closer Look at Target Date
July 10, 2008
Payden/Wilshire Longevity Funds portfolio manager provides an update on the funds as they celebrate their one-year mark. Presentation includes discussion of the increasing popularity of target date investments, and a review of performance and the competitive landscape.
Eastern Europe, Five Years Later: Still Room to Grow?
November 15, 2007
Discussion of the drivers of performance in Eastern Europe's equity markets, including the most recent economic and political developments in Hungary, Poland, Russia and Turkey and investment implications. Topics covered include: Eastern Europe's recent political developments; economic growth and the region's stock markets and the impact of Putin's rhetoric on the equity market.
