Do high yield bonds and leveraged loans still have room to run?
What are the risk and return considerations when it comes to private credit?
Is now the time for de-risking?
Where should core or core plus portfolios look to find value?
How can investors potentially achieve greater total return in an unconstrained fixed income portfolio?
What are the bright spots in fixed income?
Weakness in the global economy has been almost entirely driven by the manufacturing sector. With recent data showing tentative signs of a recovery, what could be the implications for bond markets?
The rise in support for populist parties in the European elections has done nothing for the popularity of European risk assets. Should investors ditch Europe, or does this represent a buying opportunity?
Global - Currency Thoughts - PDF