Insights
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Global GDP Themes and Forecasts (Infographic)
The coronavirus outbreak is likely to inflict economic pain on China and neighboring countries, but the impact should be largely[…]
The Brexit Beat – Phase One is Done
Nearly three and a half years after the Brexit referendum, the UK finally exited the EU. Now they will move[…]
First Quarter Investment Outlook
If the current expansion can stay on track, we anticipate another year of positive risk asset performance.
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: European Investment Grade Corporate Credit
We believe the sector stands to benefit from healthy supply and demand balances, likely offsetting tight valuations and weakening fundamentals.
2020 Sector Outlook: Emerging Market Credit, Local Debt and Currencies
We expect emerging market fixed income asset classes to continue to perform well in 2020. Though the sector appears to[…]
2020 Sector Outlook: US Investment Grade Corporate Credit
The US investment grade (IG) corporate bond market is coming off a very strong year. We believe these results are[…]
2020 Sector Outlook: Bank Loans
We think 2020 may see increased interest in bank loans.
The Brexit Beat – The End of the Beginning
With the large Conservative majority, markets expect smoother negotiations on the future UK-EU relationship, but it’s possible that the UK[…]
2020 Sector Outlook: High Yield Corporate Credit
A combination of spread compression and reduced US Treasury base rates contributed to double-digit gains in the high yield corporate[…]
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