April 08, 2022 Higher Yields Expand Income Options for Multi-Asset Investors For years, income has been a challenge for many investors, but the yield landscape has improved somewhat since early 2022. Asset Allocation, Income, Low-Yield Environment, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks
March 09, 2022 Inflation TIPS for Fixed-Income Investors by Ronit Walny, Janaki Rao The nature of inflation is changing. How should bond investors adapt? Inflation, Invest for Efficient Income, Low-Yield Environment Likes 0 SHARE Bookmarks
March 09, 2022 Being Selective in High-Yield Credit Can Help Multi-Asset Strategies With spreads much wider and solid fundamentals behind them, high-yield bonds have become more attractive for multi-asset investors. Asset Allocation, Low-Yield Environment, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks
January 24, 2022 Why Banks’ Balance Sheets Are in Better Shape by Vivek Bommi, Steve Hussey The COVID-19 pandemic looked set to batter the world’s banks—and yet banks’ balance sheets are now the strongest they’ve been since the GFC. Fixed Income, Low-Yield Environment Likes 0 SHARE Bookmarks
January 03, 2022 Why High-Yield Investors Are Rooting for Rates to Rise by Will Smith For high-yield investors, rising yields means declining credit risk and higher reinvestment rates—what’s not to like? Fixed Income, Income, Invest for Efficient Income, Low-Yield Environment, Rising Rates Likes 0 SHARE Bookmarks
November 30, 2021 Euro High Yield Demands a Second Look from Investors With AAA-rated euro government bond yields still negative out to 20 years’ maturity, European bond investors seeking income and return potential must consider higher-yielding alternatives. Fixed Income, Income, Low-Yield Environment Likes 0 SHARE Bookmarks
October 25, 2021 Our Vision for the Future by Gershon Distenfeld Clients’ needs and wants are evolving, driving five megatrends in the asset management industry. We’re paving the way. Fixed Income, Invest for Efficient Income, Low-Yield Environment, Responsible Investing/ESG, Tech & Innovation Likes 0 SHARE Bookmarks
September 21, 2021 ECB Strategy: Has the PEPP Had Its Day? The ECB is likely to announce the end of its Pandemic Emergency Purchase Programme—but what will this mean for euro-area bond yields? Economics, Fixed Income, Inflation, Low-Yield Environment, Rising Rates Likes 0 SHARE Bookmarks
September 10, 2021 When Will Inflation Lift Off? Disruptions and dislocations associated with COVID-19 mean current economic data may not be a reliable guide to the future. But by turning to the past, we find compelling evidence that inflation regime change is accelerating. Climate Change, Economics, Fixed Income, Inflation, Low-Yield Environment, Rising Rates Likes 0 SHARE Bookmarks
September 01, 2021 What’s the Policy Playbook for the Inflation Endgame? A shift in the inflation landscape is underway. But what will the new regime look like? Economics, Fixed Income, Inflation, Low-Yield Environment, Rising Rates Likes 0 SHARE Bookmarks
August 19, 2021 Can Advances in Technology Keep a Lid on Inflation? Technology is advancing at a rapid pace, but will this be enough to offset the impact of a higher-inflation regime? Not necessarily. Economics, Fixed Income, Inflation, Low-Yield Environment, Rising Rates Likes 0 SHARE Bookmarks
August 18, 2021 Investing for Efficient Income in the Time of COVID-19 and Beyond by Richard Brink, Walt Czaicki, Brian Resnick Finding income will be a much tougher task for investors in the years ahead, given the likely backdrop of low yields and diminished returns. To be successful, we believe that it’s critical to generate efficient income: maximizing the income produced per each unit of risk. Asset Allocation, Fixed Income, Invest for Efficient Income, Low-Yield Environment Likes 0 SHARE Bookmarks
August 05, 2021 Will Policy Changes Open the Door to Higher Inflation? As policy priorities change, we believe inflation is on the verge of an important shift higher. Economics, Fixed Income, Inflation, Low-Yield Environment, Rising Rates Likes 0 SHARE Bookmarks