The food fight between the President and the Fed Chair could result in too much easing, and the expansion of valuations beyond sustainable levels. The other food fight: leveraged loan issuers vs buyers. Issuers are winning this fight hands down due.
Themes from the quarterly Quantitative Beta Research Summit
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
Pension Pulse Summer 2019
A systematic back-test of MSCI ESG ratings
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
With the European Central Bank (ECB) set to resume quantitative easing, can European high yield spreads return to their lows of the last time around?
A relatively benign G20 summit and expectations for easier financial conditions ahead have boosted demand for emerging market debt. However, areas of value can still be found.
With the European Central Bank (ECB) almost certain to start quantitative easing again, what is the outlook for European credit?
Another week of dovish central bank rhetoric suggests that rate cuts are a near certainty in the US and Europe. Will easier monetary policy fulfil its objective of preventing recession, and what will be the implications for currency markets?