Tag: Markets and Economy
Fixed Income Asset Allocation Insights: Market Jitters Shouldn’t Detract from Strong Fundamentals
Most credit markets generated negative total returns in November. At...
ViewAsia Ex Japan Equity in 2022: Sustainability of Earnings Versus Hope
Even as Covid risks and inflationary pressures loom over Asian...
ViewInvestment Strategy Insights: This Time, Slower Growth in China May Not Trigger ‘Net’ Stimulus
China has had a flair for using periods of strengthening...
ViewEuro CLOs a Top Pick for 2022
Markets have clearly experienced some periods of volatility this year,...
ViewBAKERSTEEL Precious Metals Fund Q3 2021 Investment Manager’s Commentary
Highlights: Negative sentiment towards precious metals persisted during the...
ViewResponsible Investment Quarterly – Q3 2021
View the Q3 2021 edition of the Responsible Investment team’s...
ViewMacroeconomic Outlook 2022: Compression, Decompression, Absorption
Key points We expect pressure on global supply to gradually...
ViewCredit Exposure Should be Smart and Short in 2022
Fundamentally the outlook for 2022 appears less supportive than it...
ViewOne Chart that Caught Our Eye Recently was the Current and Historic Bid-Ask Spreads in High Yield.
Among the feedback that we often receive is that high...
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