Approaches to fixed income investing - flexible versus conventional?
Do high yield bonds and leveraged loans still have room to run?
Where should core or core plus portfolios look to find value?
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.
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.
Learn about the important topics covered in the Outlook and their potential impact on broader markets. Michael Cembalest touches on topics including: the global banking system, oil markets, the credit risk of US states and credit market liquidity.
Scott McKee, Emerging Markets Corporate Bond portfolio manager, explores the opportunity set in corporate EMD