While duration exposure remains troublesome, large-scale bank deleveraging in the last year has credit markets looking ripe for investment, says Driehaus' K.C. Nelson.
Plus, Wasatch Small Cap Growth closing, Brookfield buys Fairholme's General Growth equity stake, and more.
Though the U.S. historically has been able to control global inflation to some extent, emerging markets are now moving into the driver's seat, says Driehaus manager K.C. Nelson.
Driehaus manager K.C. Nelson explains how the firm's fixed-income alternative funds aim to control risk and offer diversified returns.
Driehaus' K.C. Nelson says investors may consider alteratives such as his funds to diversify a segment of their portfolio or as part of a dedicated absolute-return-focused allocation.