Bill Eigen, CIO of Absolute Return and Opportunistic Fixed Income Investing, explains today’s fixed income markets.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
What investors should consider
What are the bright spots in fixed income?
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.
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
Scott McKee, Emerging Markets Corporate Bond portfolio manager, explores the opportunity set in corporate EMD
In this paper, we assess the potential risks associated with such a strategy by stressing capital requirements using spread-implied ratings.
Many defined contribution (DC) pension scheme members may be pleased with year-end 2017 results in their retirement plan statements, but the outlook for market returns over the next 10 to 15 years remains less than inspiring, according to J.P. Morgan’s 20