So Long Yellow Brick Road
An update from the front lines of the Trade War, with a focus on implications for investors.
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Weekly Bond Bulletin: Quality leads the way
Investment grade credit has been a standout performer in 2019. Given the ongoing macro uncertainty and recent spread tightening, can the rally continue?
Transport: the backbone of global trade
As investors look to diversify their portfolios with uncorrelated real assets, can transportation deliver results?
Does the yield curve inversion signal trouble ahead?
A slowdown is coming sooner rather than later. Investor should remain cautiously optimistic to environment growth, with a bias on quality and eye on duration.
Whats going on with the Yuan?
After a dramatic escalation in trade tensions between the U.S. and China early last week, the Chinese yuan depreciated significantly against the U.S. dollar.
Weekly Bond Bulletin: Trading on trade
A new trade announcement from the Trump administration has comprehensively overshadowed the Federal Reserve’s first rate cut since the financial crisis. What impact will the most recent round of tariffs have on the economy and on markets?
Weekly Bond Bulletin: What’s the alternative?
Yield in Europe is increasingly hard to come by, but with the European Central Bank (ECB) expected to ease monetary policy, should investors maintain their fixed income positioning?
The Life Insurance Search for Yield - An Analysis of Recent Purchases
Reaching for yield, which we define as buying bonds with wider spreads after controlling for sector and rating impacts, is a topic that frequently arises in the life insurance industry.
Global - Currency Thoughts - PDF
Global - Currency Thoughts - PDF
Why is the potential for US currency intervention a topic of interest?