Lending, borrowing and investing in a negative rate world
Where should core or core plus portfolios look to find value?
Do high yield bonds and leveraged loans still have room to run?
How can investors potentially achieve greater total return in an unconstrained fixed income portfolio?
What are the risk and return considerations when it comes to private credit?
EURUSD should be rangebound
Is now the time for de-risking?
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.