The Armageddonists and the price of fame.
Armageddonists and the portfolio cost of fear, 2010-2019
This piece explores key themes from our Guide to the Markets, providing timely economic and investment insight.
Updated quarterly, the Guide to the Markets provides a comprehensive array of market and economic histories, trends and statistics through clear, compelling charts and graphs.
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Improving credit fundamentals, light tax-exempt supply and robust demand have driven the strong performance of municipal bonds in 2019.
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs
Investment grade credit has been a standout performer in 2019. Given the ongoing macro uncertainty and recent spread tightening, can the rally continue?
From a business standpoint, 2018 was a good year for our team, with solid investment performance and flows which surpassed our expectations.