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Are tailwinds the new headwinds for bonds?
Bill Eigen, CIO of Absolute Return and Opportunistic Fixed Income Investing, explains today’s fixed income markets.
The global productivity slump
The biggest problem in U.S. productivity growth has been a decline in investment spending.
Eye on the Market 2016 Outlook - Planet of the Aches
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.
Eye on the Market 2016 Outlook - Key Topics
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.
Corporate EMD belongs in core fixed income portfolios
Scott McKee, Emerging Markets Corporate Bond portfolio manager, explores the opportunity set in corporate EMD
Introducing the Q4 Guide to the Markets
Analysis: This quarter's Guide to Alternatives
The State of States, 2018
In this Eye on the Market, Michael provides an update on the credit risk of US states based on their unfunded pension and retiree healthcare obligations.
Why time horizon matters when projecting asset class returns
LTCMA Time Frame