What are the implications of quantitative tightening for the global bond market?
What are the bright spots in fixed income?
Where should core or core plus portfolios look to find value?
EURUSD should be rangebound
Is now the time for de-risking?
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
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.