With the European Central Bank (ECB) almost certain to start quantitative easing again, what is the outlook for European credit?
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?
The year started with global macro data and quantitative valuations moving in opposite directions. Can this trend continue, or will one side give way?
What are the bright spots in fixed income?
Do high yield bonds and leveraged loans still have room to run?
Is now the time for de-risking?
Where should core or core plus portfolios look to find value?