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During the 1Q20 market dislocation we argued that Securitized Credit was a compelling way to gain access...
Recent rate volatility suggested a disconnect between investors and Fed policy — does the old mantra of “Follow the Fed” still ring true?
The opportunity cost for inflation protection is high—is it worth the cost?
Massive intervention helped corporate credit stage a recovery in April and May—with summer approaching the Fed turns its attention to the securitized credit markets.
Europe continues to be the poster child for understanding why central banks should avoid negative rates as a policy tool.
While much uncertainty remains, one aspect of the COVID-19 market shock is clear: The Fed will not stand in the way of the economic recovery.
Fundamentals drive technicals, and technicals drive price—it’s time to own durable yield for the zero interest rate world ahead.
When swans fly in a group, it’s called a “wedge”— nothing suggests this term changes if the swans happen to be black. Here is how we are positioning portfolios through this turbulent time.
Headlines about soaring credit card debt overlook several important points – learn how recent developments affect our outlook.
Learn how we are positioning portfolios in the first half of 2020.
When beta is expensive, tactical decisions make a world of difference—here is how we are positioning portfolios heading into 2020.
Economic data seem to confirm our thesis of slowdown, not recession, but do not yet confirm a turnaround; nonetheless, we believe a turning point is approaching.
It was just this summer when many pundits (and some investors) cited over-levered corporations as an ominous sign for corporate bonds. These headlines have largely disappeared. So what happened?