Andy Dacy talks about how the transportation asset class is evolving and where he currently sees the best investment opportunities.
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
Our Infrastructure Research Team tests core infrastructure’s resilience by putting a portfolio through three scenarios.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
The food fight between the President and the Fed Chair could result in too much easing, and the expansion of valuations beyond sustainable levels. The other food fight: leveraged loan issuers vs buyers. Issuers are winning this fight hands down due.
The performance of the US dollar significantly diverged from relative rate spreads
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
An Opportune Time to Build Your Strategic Allocation
In this year’s Holiday Eye on the Market, Michael records a note to his spouse on her father, the 2020 US Presidential election, and what might be the widest ideological divide in 100 years.