Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Approaches to fixed income investing - flexible versus conventional?
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.
What are the bright spots in fixed income?
Is now the time for de-risking?
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
Bill Eigen, CIO of Absolute Return and Opportunistic Fixed Income Investing, explains today’s fixed income markets.