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?
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.
Scott McKee, Emerging Markets Corporate Bond portfolio manager, explores the opportunity set in corporate EMD
This paper outlines the potential investment implications of IFRS 9 on bond and equity investment strategies
Potential investment implications of IFRS 9 on bond and equity investment strategies like hedge accounting and derivatives.
Long-term Capital Market Assumptions 2017 Theme-Credit cycles