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2020 Sector Outlook: US Municipals
We expect municipal returns will be less than they were last year. However, we believe relatively constrained tax-exempt issuance and[…]
2020 Sector Outlook: Mortgage and Structured Finance
We believe that securitized sectors have the potential to generate attractive risk-adjusted returns in 2020, with potentially lower volatility.
2020 Sector Outlook: Emerging Market Equities
We are bullish on emerging market equities given valuations, continued low interest rates and cyclical and structural growth in many[…]
2020 Sector Outlook: Bank Loans
We think 2020 may see increased interest in bank loans.
Will Global Assets Continue to Outperform? (Video)
While volatility in global markets is very low right now, geopolitical risks can change things quickly. Will this growth trend[…]
Will Banks Beat the Stock Market? (Video)
Ten years after the financial crisis, the return on equity of US banks is still 30% below pre-crisis levels. In[…]
Could Negative Interest Rates Lead to the End of Cash?
Historically, central banks raise interest rates on bank deposits when they want to cool inflation and cut interest rates when[…]
What Will the Fed’s Balance Sheet Changes Mean for Agency MBS?
The Federal Reserve’s balance sheet has been grabbing headlines recently, and with good reason: the Fed’s three massive bond buying[…]
The Financial Advisor in Your Pocket
Banks aren’t what they used to be. For a start, there are fewer of them. Some have merged, others were[…]
Stomaching Subprime: Seeking Value in Auto ABS
Subprime. It’s the eight-letter word that turned into something of a four-letter word during the 2008 global financial crisis. Even[…]
Smartphones & Distracted Driving: What’s the Impact on Auto Insurers?
Auto insurers have been caught off-guard. Traffic deaths had been in decline for four decades, as a result of Mothers[…]
Only the Loan-ly: What You Should Know About Loan-Only Structures
Critics caution that loan-only structures leave senior-loan investors vulnerable because there is no subordinated debt. This, they say, can mean[…]
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