With tapering worries in the rearview, attention has returned to the inflationary environment.
While growth in the U.S and globally is expected to cool from its torrid pace in 1H21, fundamentals remain broadly positive and opportunities could arise...
Growth in the U.S and globally is expected to cool from 1H21's torrid pace, but fundamentals remain positive
With tapering worries in the rearview, attention has returned to the inflationary environment.
Highlights from the week of November 12 – November 18, 2021.
While growth in the U.S and globally is expected to cool from its torrid pace in 1H21, fundamentals remain broadly positive and opportunities could arise in any meaningful bout of spread volatility.
While growth in the U.S and globally is expected to cool from its torrid pace in 1H21, fundamentals remain broadly positive and opportunities could arise in any meaningful bout of spread volatility.
The next decade is unlikely to play out like the last. A new environment calls for a new approach to fixed income portfolio construction.
Agency CMBS are now scalable and represent a new opportunity to diversify credit exposure.
Worried about inflation? Pay close attention to how labor market dynamics unfold over the next three months.
Strong CLO market activity delivered another record volume of issuance in the U.S.
These are the seven major themes shaping positioning across our fixed income portfolios in the second half of the year.
Our research provides a framework for investors looking to include unconstrained fixed income as part of a strategic fixed income allocation