Is now the time for de-risking?
A slew of fundamental developments over the week suggests the macroeconomic backdrop continues to deteriorate, and yet bond markets are still generating strong returns across not only safe havens but also risk assets. Can this momentum persist into Sept.
What are the bright spots in fixed income?
Where should core or core plus portfolios look to find value?
Markets have bounced back nicely in 2019 after a volatile December due to concerns of rising rates, peak economic and earnings growth and geopolitical tensions.
What are the risk and return considerations when it comes to private credit?
Do high yield bonds and leveraged loans still have room to run?