Potential investment implications of IFRS 9 on bond and equity investment strategies like hedge accounting and derivatives.
Should investors fear an erosion of the illiquidity premium?
Where should core or core plus portfolios look to find value?
Do high yield bonds and leveraged loans still have room to run?
Bill Eigen, CIO of Absolute Return and Opportunistic Fixed Income Investing, explains today’s fixed income markets.
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
Simplifying the complex world of alternative investments to help inform your decisions across real estate, infrastructure, private markets and hedge funds.
Since the financial crisis, for a relatively liquid investment CLOs consistently have had the highest spreads net of capital costs for US life insurers.
A preliminary analysis