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Remember the Benefits of Bonds
Navigating a core bond portfolio in a rising rate environment.
Shifting Yields and Shifting Attitudes
Investors are repricing inflation risk within bond markets, but there may be more to consider.
Don’t fight the wave of rising rates, surf it
Greg Wilensky discusses the outlook for U.S. interest rates and the tools and investments available to navigate their rise.
Harvesting higher yields in today’s bond markets
John Kerschner and Seth Meyer discuss the opportunities available in bond markets, despite rising interest rates.
Rising bond yields — a validation of recovery or a challenge?
The world is set for a strong cyclical recovery. Andrew Mulliner, Head of Global Aggregate Strategies, shares his thoughts on the divergence in economic fortunes that are beginning to appear and the likely impact on investment opportunities.
Keeping It Real: Interpreting the Climb in Bond Yields
The recent steep rise in yields has unsettled markets.
Giving Savers a Chance in Short-Duration Fixed Income
Negative real yields have punished savers for much of the past decade.
Reflation: Is This the Real Thing or Just Fantasy?
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.
Biden’s Stimulus Plan: No Free Lunch
Considering the implications of President Biden’s planned $1.9 trillion fiscal stimulus for the U.S. economy, monetary policy and the markets.
Building Robust Bond Portfolios in a Low-Rate World
A discussion of the challenges – and unique opportunities – associated with building bond portfolios in a world with historically low interest rates.
Tempering Expectations
A sub-optimal vaccine rollout and persistently soft economic data portends a slower-than-expected emergence from the pandemic-driven recession, explains Portfolio Manager Nick Maroutsos.
Market Overview: Collateralized Loan Obligations (CLOs)
CLOs are increasingly the linkage between the needs of smaller companies seeking financing and investors seeking higher yields.