For Financial Professionals in the US
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Active ETFs Are Here to Stay
Nick Cherney discusses the driving forces behind the growth of the exchange-traded fund (ETF) industry and why active ETFs are capturing a larger share of the overall market.
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On bond liquidity and how the challenge of trading in illiquid markets has changed as the COVID-19 coronavirus spread.
Why financial markets should ultimately be focused on the outlook for households in consumption-driven economies like the U.S.
The outlook for U.S. mortgage-backed securities after March’s liquidity collapse and subsequent stabilization on the back of strong Fed support.
New policy actions make it clear that the Fed has entered uncharted territory in its commitment to supporting financial markets.
Corporate credits have suffered during the COVID-19 outbreak, but history shows that these bonds have performed well in the years after a significant drawdown.
With no clear Democratic front-runner after the Super Tuesday primaries, coronavirus concerns – more than election uncertainty – is likely to dominate markets.
Fears of a surge in U.S. BBB corporate bond downgrades have intensified in the high-yield market, but rising stars still outpace fallen angels.
Examining the history of high-yield spreads to determine whether tight spreads suggest increased risk of weak future performance.
Portfolio Manager John Lloyd offers his views on how potential outcomes of the U.S. presidential election could impact corporate bond markets.
Portfolio Managers John Lloyd and Seth Meyer discuss why credit ratings may not be an accurate reflection of risk.
Andrew Mulliner, Portfolio Manager within Global Bonds, believes 2020 will prove to be a year of two halves, with a rosier outlook likely later in the year.
In our view, the Federal Reserve’s accommodative stance should persist throughout 2020, helping sustain the expansion of the U.S. economy.