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Breaking Down Risk in High-Yield Bonds
A closer look at the different measures of risk in high-yield bonds.
A Changing Backdrop for U.S. Stocks
With the economy strengthening, policy makers may be less willing to backstop market wobbles, presenting a new dynamic for equity investors.
How Is China Facing up to Changing Demographics?
A discussion of China’s challenges and responses to an aging population and what this means for investors.
Rising Interest Rates, Inflationary Regimes and CTA Returns
A discussion on the impact of rising rates on traditional asset classes and trend-following strategies.
How the Fourth Industrial Revolution Will Accelerate Decarbonization
The transition from a fossil analog economy to a renewable electric digital economy is at the heart of global decarbonization.
When Forecasts Fall Short, Humility and Diversity are Key
On the challenges of forecasting interest rates in uncertain markets.
Growth? Value? Just Fundamentals Please…
A look at the dominance of thematic market factors in determining market movements since the start of the pandemic.
Not Your Traditional Cycle
Discussing which themes matter most as markets try to determine where we are in the economic and credit cycle.
The Affordable Care Act Lives On
The Supreme Court’s decision to uphold the legislation may finally bring an end to challenges to the law and further expand health care in the U.S.
Biopharma’s Targeted Approach to Growth
A new drug targeting a common mutation found in tumors represents a breakthrough in cancer therapy and a potential new source of growth for biopharma.
Forecasts can fall short; humility and diversity are key
While forecasting interest rates is difficult, humility, diversity and careful portfolio construction may help improve risk-adjusted returns.
Opportunities and risks in a multi-speed recovery
Global Bonds Portfolio Managers Dan Siluk and Jason England explain how an asynchronous global recovery should lead to dislocations and opportunities in fixed income markets.