What are the bright spots in fixed income?
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
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
Since the financial crisis, for a relatively liquid investment CLOs consistently have had the highest spreads net of capital costs for US life insurers.
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