What are the bright spots in fixed income?
How can investors potentially achieve greater total return in an unconstrained fixed income portfolio?
Where should core or core plus portfolios look to find value?
Do high yield bonds and leveraged loans still have room to run?
EURUSD should be rangebound
Is now the time for de-risking?
Investment strategies for a late-cycle environment
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.
Since the financial crisis, for a relatively liquid investment CLOs consistently have had the highest spreads net of capital costs for US life insurers.