What are the bright spots in fixed income?
Where should core or core plus portfolios look to find value?
Do high yield bonds and leveraged loans still have room to run?
How can investors potentially achieve greater total return in an unconstrained fixed income portfolio?
With data coming in much stronger in the US than in the rest of the developed markets, does recent spread widening for US high yield present an entry point?
Mounting political tensions in Europe have been negative for risk assets in October, particularly equities. European credit has so far escaped relatively unscathed, but how long can this resilience persist?
What are the risk and return considerations when it comes to private credit?
Global - Currency Thoughts - PDF