Chairman Warsh’s hawkish rhetoric is likely not enough to assuage a market that had gotten used to forward guidance.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Why we believe investors should actively consider short-duration fixed income.
Why floating-rate CLOs have continued to be the best-performing assets in global fixed income markets.
Exploring the similarities and key differences between BBB CLOs, high yield, and leveraged loans.
Why floating-rate CLOs have continued to be the best-performing assets in global fixed income markets.
Why CLOs are well positioned for the current investment backdrop.
What if the debt crisis investors have feared is not still ahead, but already here, unfolding in plain sight?
Why AAA collateralized loan obligations (CLOs) may be well suited to navigating an uncertain rate environment.
Alex Veroude looks objectively at market moves to better balance risks and opportunities.
Implications of the latest ECB rate hike on dispersion and positioning in European fixed income markets.
Gold and real Treasury yields appear decoupled, but the historical mechanism is still working. Central bank buying has just lifted the floor.