Is the gap closing between US equity returns and the rest of the world’s?
Approaches to fixed income investing - flexible versus conventional?
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.
In our first post of the “Insurers and COVID-19” series, we analyzes the public equity portfolios of P&C insurers during this turbulent time.