As Managing Director of Investment Research, Robert leads the team that analyzes the fundamentals behind market movements, macroeconomic trends and the performance of specific industries – as well as their potential impact on investors. His nearly two-decade tenure in the financial services industry includes experience as a loan portfolio manager and senior credit analyst focused on corporate loan issues. Robert serves as the firm’s primary subject matter expert on the corporate credit markets and select alternative investment solutions, developing targeted communications and educational resources.
Robert Hoffman, CFA
The traditional “40” is broken
Declining rates have left the traditional “40” struggling. Investors need to find ways to fix their fixed income allocation by seeking alternative sources of income, return and diversification.
Q4 2020: Staying active
While uncertainty is still top of mind, we believe active managers will find opportunity in the dispersion across asset classes, industries and ratings
Energy infrastructure: Valuations low, fundamentals sound
Why midstream may be an attractive space in today’s expensive market.