Is the gap closing between US equity returns and the rest of the world’s?
What are the implications of quantitative tightening for the global bond market?
Potential investment implications of IFRS 9 on bond and equity investment strategies like hedge accounting and derivatives.
What are the bright spots in fixed income?
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?
Where should core or core plus portfolios look to find value?
Is now the time for de-risking?
In lower cost, liquid vehicles, alternative risk premia strategies can strengthen a risk-return profile.
Adding credit exposure to defined contribution (DC) defaults via an unconstrained multi-asset credit fund has the potential to enhance risk-adjusted returns and improve outcomes for DC plan members.