Global markets and multi-asset portfolios
Emerging market equity: If you wait for certainty, you miss opportunity
Reaching for yield, which we define as buying bonds with wider spreads after controlling for sector and rating impacts, is a topic that frequently arises in the life insurance industry.
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
The food fight between the President and the Fed Chair could result in too much easing, and the expansion of valuations beyond sustainable levels. The other food fight: leveraged loan issuers vs buyers. Issuers are winning this fight hands down due.
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Pension funds can build better portfolios by adopting strategies used by insurers