September 07, 2023 What Is It About the US Consumer? by Eric Winograd, Kevin Tomassetti Resilient consumer spending has been a pillar of the US economy. While activity may soften, we think the consumer will help the coming slowdown stay mild. Economics, Fixed Income Likes 0 SHARE Bookmarks
September 05, 2023 Systematic Fixed Income: A Breakthrough in Bond Investing by Scott DiMaggio, Bernd Wuebben Bond investors have been looking for an approach that delivers attractive, repeatable, uncorrelated active returns. Is their wait over? Artificial Intelligence, Fixed Income, Tech & Innovation Likes 0 SHARE Bookmarks
September 01, 2023 BRICS’ Expansion: A Journey of a Thousand Miles by Adriaan du Toit The BRICS’ invitation to six more nations to join their group is an important initiative promoting greater global influence for major EM countries. China, Economics, Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
August 17, 2023 Financing a Sustainable World: Global Banks Take Center Stage by Tiffanie Wong, Patrick O’Connell, Markus Peters Progress toward a sustainable world would be hamstrung without the backing of global banks and their sponsorship of green and sustainable bonds. Fixed Income, Invest for Purpose, Responsible Investing/ESG Likes 0 SHARE Bookmarks
August 15, 2023 Navigating Generative AI? Consider a Framework by Andrew Chin AI development is racing ahead. A thoughtful framework to making decisions and leveraging tools can help investors stay on course. Artificial Intelligence, Equities, Fixed Income, Tech & Innovation Likes 0 SHARE Bookmarks
August 09, 2023 The Two Speeds of the US Economy by Eric Winograd Recession? Soft Landing? Getting a read on the US economy’s direction hasn’t been easy. Economics, Fixed Income Likes 0 SHARE Bookmarks
August 08, 2023 Under Pressure? High Yield Can Hold Up (Your Income Portfolio) by Scott DiMaggio, Gershon Distenfeld, Matthew Sheridan Do high-yield bonds still make sense for income investors at this stage of the credit cycle? We think so. Fixed Income, Income, Invest for Efficient Income, Late-Cycle Investing Likes 0 SHARE Bookmarks
August 03, 2023 Will Sweden’s Woes Shake Europe’s Real Estate Markets? by Vivek Bommi, Steve Hussey, Ali Bendarkawi Investors are taking fright at commercial real estate risks in Sweden. But we think the situation is less threatening than feared. Fixed Income Likes 0 SHARE Bookmarks
July 27, 2023 The Case for Corporate Credit by Tiffanie Wong, Will Smith Solid fundamentals, decent valuations and attractive income potential make a case for continued exposure to corporate credit even in an uncertain economic environment. Fixed Income, Income, Invest for Efficient Income, Late-Cycle Investing Likes 0 SHARE Bookmarks
July 24, 2023 ESG-Labeled Bonds: Are Greeniums Doomed to Dwindle? It’s common knowledge that the average greenium across major bond indices has decreased in recent years—but some greeniums are durable. Fixed Income, Invest for Purpose, Responsible Investing/ESG Likes 0 SHARE Bookmarks
July 03, 2023 Fixed-Income Midyear Outlook: Surfing Lessons by Scott DiMaggio, Gershon Distenfeld Surf’s up! Elevated yields and negative correlations are good news for bond investors. We share strategies for making the most of today’s opportunities. Economics, Fixed Income, Income, Invest for Efficient Income, Late-Cycle Investing Likes 0 SHARE Bookmarks
June 27, 2023 Higher for Longer: Getting Comfortable with the New Policy Regime by Eric Winograd Growth in developed economies has been resilient, thanks to strong labor markets. But with central banks likely to keep interest rates higher for longer, how long can that last? Economics, Fixed Income, Inflation, Rising Rates Likes 0 SHARE Bookmarks
June 26, 2023 Keeping Your Balance as the Credit Cycle Turns by Scott DiMaggio, Gershon Distenfeld, Matthew Sheridan The economic outlook for the US is cloudy, but the right mix of credit and government bonds may help investors boost income in all kinds of weather. Fixed Income, Income, Invest for Efficient Income Likes 0 SHARE Bookmarks