What are the bright spots in fixed income?
What are the risk and return considerations when it comes to private credit?
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
In our first post of the “Insurers and COVID-19” series, we analyzes the public equity portfolios of P&C insurers during this turbulent time.
Investment strategies for a late-cycle environment
Bill Eigen, CIO of Absolute Return and Opportunistic Fixed Income Investing, explains today’s fixed income markets.
Since the financial crisis, for a relatively liquid investment CLOs consistently have had the highest spreads net of capital costs for US life insurers.