Michael Cembalest discusses the aches and pains constraining growth around the world, the severity of these ailments, and the degree of contagion from emerging to developed economies.
Learn about the important topics covered in the Outlook and their potential impact on broader markets. Michael Cembalest touches on topics including: the global banking system, oil markets, the credit risk of US states and credit market liquidity.
Scott McKee, Emerging Markets Corporate Bond portfolio manager, explores the opportunity set in corporate EMD
G4 government bonds: A slow road to low yields
The key political, macro and credit risks that insurers may want to address in 2019.
David Kelly, the Fed, interest rates
Measuring book yield correctly
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Long-term Capital Market Assumptions 2017 Theme-Credit cycles