As Tapering Begins, Inflation Returns to Forefront
With tapering worries in the rearview, attention has returned to the inflationary environment.
We do not see signs of systemic risk, but further volatility is likely in the near term.
Political brinksmanship over the debt limit is poised to push the Treasury to the edge.
A tight labor market is keeping the Fed in a rate-hiking mode.
With tapering worries in the rearview, attention has returned to the inflationary environment.
Growth in the U.S and globally is expected to cool from 1H21's torrid pace, but fundamentals remain positive
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.
Our research provides a framework for investors looking to include unconstrained fixed income as part of a strategic fixed income allocation
While the active versus passive debate has only grown hotter over the years, it’s important to remember that what works for one core investment strateg
Not all private credit is the same—in this Market Overview & Analysis we explore the nuances of the investment grade private credit
Recent rate volatility offers a rare opportunity, but if history serves as any guide the window to act will be fast to close.