What are the bright spots in fixed income?
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
Why the US dollar may not be as overvalued as you think
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
How can investors potentially achieve greater total return in an unconstrained fixed income portfolio?
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?
The potential for unilateral US currency intervention arose as a topic of research interest last year, and discussion has intensified over recent weeks.
We expect the US dollar to underperform ahead of the first Federal Reserve (the Fed) interest rate cut of this cycle.
Is now the time for de-risking?