Is the gap closing between US equity returns and the rest of the world’s?
How do your peers embed ESG into portfolios?
In our first post of the “Insurers and COVID-19” series, we analyzes the public equity portfolios of P&C insurers during this turbulent time.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
We raised the probability of Recession to 55% after virus-induced shocks, oil prices’ collapse and violent market volatility. We are de-risking, adding very high quality duration, while expecting credit markets to cheapen and reserve currencies to do well
Bill Eigen, CIO of Absolute Return and Opportunistic Fixed Income Investing, explains today’s fixed income markets.
What are the bright spots in fixed income?
Do high yield bonds and leveraged loans still have room to run?
What are the risk and return considerations when it comes to private credit?