Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Our newsletter provides the latest news and views impacting public funds.
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
The insurers' moment: Credit lending after the crisis
Article discussing how low growth, low yield environments are good for equity income investing.