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...
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Asia Ex Japan Equity in 2022: Sustainability of Earnings Versus Hope
Even as Covid risks and inflationary pressures loom over Asian...
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Investment Strategy Insights: This Time, Slower Growth in China May Not Trigger ‘Net’ Stimulus
China has had a flair for using periods of strengthening...
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Euro CLOs a Top Pick for 2022
Markets have clearly experienced some periods of volatility this year,...
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BAKERSTEEL Precious Metals Fund Q3 2021 Investment Manager’s Commentary
Highlights: Negative sentiment towards precious metals persisted during the...
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Responsible Investment Quarterly – Q3 2021
View the Q3 2021 edition of the Responsible Investment team’s...
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Macroeconomic Outlook 2022: Compression, Decompression, Absorption
Key points We expect pressure on global supply to gradually...
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Credit Exposure Should be Smart and Short in 2022
Fundamentally the outlook for 2022 appears less supportive than it...
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One 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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