For Financial Professionals in the US
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Reassessing Rates, Risks and Inflation
From the JHI Global Media Conference: A look at the key risks for equity and fixed income markets through the end of 2021.
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A discussion on the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.
A closer look at the different measures of risk in high-yield bonds.
On the challenges of forecasting interest rates in uncertain markets.
Discussing which themes matter most as markets try to determine where we are in the economic and credit cycle.
Does the trajectory of credit fundamentals support the strength in high yield bond markets?
Dissecting the reflation narrative as we head into the spring/summer inflation surge and vaccine-driven reopenings of 2021.
Where to find opportunities to harvest higher yields with lower sensitivity to rising interest rates.
Why the rise in the size of the high yield bond market is to be welcomed.
Navigating an increasingly difficult fixed income environment may require a more selective approach.
How bond investors may be able to take advantage of fixed income markets’ inefficiencies.
The recent steep rise in yields has unsettled markets.
A lively discussion that goes against consensus, seeking to unearth the truth about what is really happening in the economy and the potential impact on bond markets.