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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[…]
2020 Sector Outlook: The Macroeconomic Backdrop
To kick off 2020, we are providing our readers with a glimpse into this process with a new series featuring[…]
What’s Next After the US Airstrike in Baghdad?
The US drone strike that killed General Qassem Soleimani signals a major escalation of US-Iranian tensions.
Chart of the Week: US GDP and the Soybean Factor
Seasonally adjusted, US real GDP rose a strong 3.5% in the third quarter of 2016, but then slowed to a[…]
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[…]
Looking Ahead of Earnings – 60 Seconds with Craig Burelle (Video)
One of the highlights of the second quarter for me was making upward revisions to forward earnings estimates for US[…]
Perspectives: Fed Funds Futures vs. Wall Street (Video)
Current estimates show a significant gap between the rate expectations of Wall Street economists and the Fed funds futures markets.[…]
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