Why consider factor based fixed income investing?
The 2Q18 earnings season has begun, with the major banks kicking things off at the end of last week. We expect many of the themes that dominated earnings announcements in the first quarter to continue in the second
Where do we see potential within alternatives?
Do we still see promise in emerging market growth?
Where do we expect bond yields to go?
Macroeconomic assumptions: Mostly stable, mostly moderate
What are the bright spots in fixed income?
Where should core or core plus portfolios look to find value?
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?