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2022 EM Equity Outlook: Views on Fed Hikes, China and Russian Tensions
Global EM Equities Portfolio Manager Ashish Chugh shares his views on key themes in the EM equities space in 2022.
2022 Bank Loans Outlook: Views on Demand, Defaults and Transitioning to SOFR
Cheryl Stober shares her views on key themes in the bank loans space in 2022.
Three Reasons the Fed May Deliver a More Aggressive Tightening Cycle
Michael Gladchun shares why he thinks this cycle has three distinctive features that could propel a faster pace and greater[…]
Financial Inclusion: Why Improving Access to the Underbanked is Good For Business
Senior Global Equity Opportunities Analyst Julian Wellesley discusses the role of banking in racial wealth inequality in the US and[…]
Rethinking Current Macro-Driven Fears About EM Equities
Global EM equities portfolio manager Ashish Chugh shares why he thinks EM inflation and rates fears may be overblown.
Eyeing EM Corporate Debt?
Emerging Market Debt Portfolio Manager Elisabeth Colleran shares why she believes EM corporates have a particularly strong value proposition within[…]
The New Drivers Behind EM Equity’s Remarkable Rebound
EM equities have seen a widespread rebound since the lows of March 2020. Emerging Market Equities Portfolio Manager Ashish Chugh[…]
The Municipal Market May Be on the Brink of a Dramatic Shift
Municipal Bond Investment Strategist Jim Grabovac looks at potential policy changes that could have a significant impact on the municipal[…]
Post-COVID Trials and Trends in Consumer ABS
The consumer asset-backed securities sector is often under heightened scrutiny. As the US economy emerges from the pandemic, Senior Mortgage[…]
What’s Behind the Recent Rise in Real Yields?
Co-Director of Macro Strategies Tom Fahey and Director of US Rates Trading Michael Gladchun look at what's driving the recent[…]
Valuation Reversal in Muni Market
Jim Grabovac looks at the recent muni market selloff and why he thinks it was a valuation correction rather than[…]
Demystifying CLO Demand for Leveraged Loans
Collateralized loan obligations are the largest source of demand in the loan market. Cheryl Stober breaks down some key drivers[…]
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