What are the bright spots in fixed income?
Approaches to fixed income investing - flexible versus conventional?
In lower cost, liquid vehicles, alternative risk premia strategies can strengthen a risk-return profile.
What are the implications of quantitative tightening for the global bond market?
What investors should consider
We cut the chances of recession to 25% after a thaw in the trade war and a year of rate cuts; our forecast is for sub trend growth. Favored sectors include emerging market local currency debt and higher rated short-duration securitized credit.
Markets, economy, stocks, growth, global, fixed income, international, asset classes