John Lloyd presents a compelling outlook for U.S. multi-sector fixed income, citing the end of rate hikes, cooling inflation, and attractive yields.
Greg Wilensky shares his U.S. core fixed income outlook, noting that opportunities exist even though the probability of a soft landing remains in question.
Securitized sectors might play a key role for bond investors amid a higher interest rate environment.
Dissecting the securitized subset of the fixed income market and where we see the strongest opportunities ahead.
How bond investors can take advantage of higher short-term yields while still managing duration exposure.
How Zillow’s failed house-flipping business demonstrates the value of active management in MBS investing.
The potential impact for fixed income investors of Fitch’s downgrade of the U.S. long-term credit rating.
Considering what could be in store for AAA CLO returns given a still-hawkish Fed.
The Corporate Debt Index is a long-term study into trends in company indebtedness around the world, the investment opportunities this provides and the risks it presents.
The impact of recent bank failures and tighter lending conditions on commercial real estate and CMBS.