With surging inflation amid record-low unemployment over the past 18 months, discussions about “secular stagnation” have receded into the background.
However, today’s high inflation stems...
By Richard Quin, CIO and Principal, Bentham Asset Management
October 2022
Fund structure plays an important part in the performance of credit funds. A well-structured fund...
By Laura Cooper, managing director, head of macro credit and global investment strategist, Nuveen.
It's been difficult to chase duration across global rates. Just as...
While the capital cycle fuels the engine of progress, it can also create excesses and inefficiencies.
The risks associated with many technology companies...
Non-government debt, also known as credit or corporate bonds, is a key part of the broader fixed income universe. Historical performance data shows that credit...
In anticipation of this week's Fed meeting we publish some insights below from Dr. Stephen R. Foerster CFA, award-winning author, and professor of finance...
From Benoit Anne, Senior Managing Director, Head of Markets Insights Group & Erik Weisman, Chief Economist, MFS Investment Management
Market Insights
How to hedge rising...
By Robert M. Almeida, Portfolio Manager and Global Investment Strategist
Soaring policy rates have made cash a competitive asset again, prompting an overdue de-rating...
