What are the implications of quantitative tightening for the global bond market?
Potential effects of IFRS 9 on bond and equity investment strategies and styles.
Is the gap closing between US equity returns and the rest of the world’s?
How do your peers embed ESG into portfolios?
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.
What are the bright spots in fixed income?
How can investors potentially achieve greater total return in an unconstrained fixed income portfolio?
Scott McKee, Emerging Markets Corporate Bond portfolio manager, explores the opportunity set in corporate EMD