What are the implications of quantitative tightening for the global bond market?
What are the bright spots in fixed income?
Why consider factor based fixed income investing?
Article discussing how low growth, low yield environments are good for equity income investing.
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?
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
Implications for insurance capital requirements
Do high yield bonds and leveraged loans still have room to run?