In his most recent TAKE, Senior Portfolio Manager Andrew Slimmon reminds investors to stick to the playbook. Look beyond geopolitical noise.  Focus instead on the strong economy and its positive impact on company earnings revisions.  Meanwhile, watch inflation, which could affect the price investors are willing to pay for those earnings.

Loans continue to offer senior secured positioning, floating-rate income, liquidity and attractive starting yields. Though the market remains broadly constructive, a return to interest rate hikes and stubborn inflation highlight the importance of issuer-level credit selection.

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As recent conflicts have shown, deterrence depends on replacement capacity as much as it does on tanks, missiles or aircraft.  As the West rebuilds deterrence after decades of underinvestment, Didier Rosenfeld, Rose Kim and Saumya Jain examine how emerging markets defense companies offer buyers speed, affordability and supply assurance.