What are the bright spots in fixed income?
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
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
The key political, macro and credit risks that insurers may want to address in 2019.
David Kelly, the Fed, interest rates