May 12, 2022 How the Financial Industry Can Help Stop Modern Slavery by Saskia Kort-Chick, Hope Sherwin Modern slavery is a lucrative business that can’t exist without the financial system. Yet the financial industry is largely ignorant of the problem. Equities, Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
May 10, 2022 China’s Economic Outlook: COVID Impedes GDP Growth by Zhennan Li China’s COVID resurgence threatens the country’s growth prospects. We make the case for our revised growth outlook. China, Coronavirus, Currency, Economics, Emerging Markets, Fixed Income, Income Likes 0 SHARE Bookmarks
May 10, 2022 Central Banks Face the Growth-Inflation Dilemma by Eric Winograd Major central banks face the challenge of high inflation and slowing growth—most pronounced in the UK. We expect volatile policymaking as officials try and split the difference. Economics, Fixed Income, Inflation, Rising Rates Likes 0 SHARE Bookmarks
May 03, 2022 Opportunity Opens for Income Investors by Gershon Distenfeld, Matthew Sheridan AB fixed-income managers discuss strategies for income-seeking investors in today’s landscape. Fixed Income, Income, Invest for Efficient Income, Rising Rates Likes 0 SHARE Bookmarks
April 28, 2022 ESG Ratings: Solution or Starting Point? by Michelle Dunstan Third-party ratings don’t tell the whole story of how ESG issues affect return potential—or how companies may improve their ESG performance in future. Equities, Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
April 21, 2022 The One Metric All High-Yield Investors Should Know One simple statistic can help high-yield investors gauge how their bonds may perform down the road. Fixed Income, Income, Invest for Efficient Income, Volatility Likes 0 SHARE Bookmarks
April 13, 2022 Near-Term Renminbi Outlook: Steady as She Goes by Zhennan Li, Brad Gibson To understand the RMB’s near-term outlook, investors need to unpick the nuanced dynamics behind its rise. China, Currency, Economics, Emerging Markets, Fixed Income, Income Likes 0 SHARE Bookmarks
April 05, 2022 Understanding Your Bond Portfolio’s Carbon Footprint by Salima Lamdouar, Tiffanie Wong Climate transition is a huge area of focus for investors. And corporate bonds will play a critical role in the journey to a net-zero carbon economy. Climate Change, Fixed Income, Income, Invest for Purpose, Responsible Investing/ESG Likes 1 SHARE Bookmarks
April 04, 2022 Fixed-Income Outlook: Bond Investing in a Fractured World by Vivek Bommi, John Taylor AB thought leaders unpack the latest global events and share what it all means for bond investors. Economics, Fixed Income, Income, Inflation, Invasion of Ukraine, Invest for Efficient Income, Volatility Likes 0 SHARE Bookmarks
April 01, 2022 Fixed-Income Outlook: Look to the Horizon in Stormy Seas by Scott DiMaggio, Gershon Distenfeld Active bond investors can rise to the challenges of today’ environment. Here’s how. China, Fixed Income, Income, Inflation, Invasion of Ukraine, Invest for Efficient Income, Volatility Likes 0 SHARE Bookmarks
March 31, 2022 What If the US Yield Curve Inverts? by Janaki Rao The US Treasury curve is reaching the point of inversion. What does that tell us? Economics, Fixed Income, Income, Inflation, Invest for Efficient Income, Rising Rates, Volatility Likes 0 SHARE Bookmarks
March 24, 2022 Could the Ukraine Conflict Overwhelm Europe’s Banks? Russia’s invasion will inevitably impact Europe’s banks. But we believe a sell-off in European banks’ bonds could create some opportunities. Fixed Income, Invasion of Ukraine Likes 0 SHARE Bookmarks
March 21, 2022 Muniland: Better Market Tone by Jason Mertz The Federal Open Market Committee raised its benchmark interest rate by 25 basis points and signaled that it is likely to continue raising rates at every meeting well into at least the second half of this year. With increased clarity, the market tone in the muni market felt stronger by week’s end. Investors are waiting for some sense of stability before they more fully invest the sizable amounts of cash sitting on the sidelines. Fixed Income, Municipals Likes 0 SHARE Bookmarks