The economic backdrop in 2019 has been characterized by weakness in manufacturing being offset by the resilience of services and health of the consumer.
Investment grade and high yield credit in emerging markets have delivered divergent performance over the summer. Could this trend reverse, or is investor caution warranted in the high yield space?
A close look at the Progressive Agenda, China���s deteriorating welcome mat in DC and US Tech IPOs
From a business standpoint, 2018 was a good year for our team, with solid investment performance and flows which surpassed our expectations.
Market participants remain focused on downside risks, leading pessimism, rather than optimism, to permeate the investment landscape
With little room for the unemployment rate to fall lower, many economists are growing increasingly concerned with the availability of labor supply and, the prospects for near-term economic growth.
Since the financial crisis, for a relatively liquid investment CLOs consistently have had the highest spreads net of capital costs for US life insurers.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
An update from the front lines of the Trade War, with a focus on implications for investors.