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Blink and you’ll miss it
Are we setting up for one of the shortest business cycles in history?
Truffle hunting in credit
While the easy returns from corporate bonds since the COVID recovery may largely be over, opportunities can still be unearthed via a selective approach.
China’s Economic Rebalancing Casts a Cloud on Property
The far-reaching implications of China’s efforts to rebalance its economy.
The Taper is (Almost) Here: What it Means for Bond Investors
The imminent arrival of tapering by the Federal Reserve amplifies challenges facing bond investors.
Global Perspectives: No One’s Listening to the Bond Markets
Bond markets are once again sending a message on rates. Is anyone listening?
With Early-Cycle Behind Us, Securities Must Stand on Own Merits
Investors can no longer rely on “rising tides” lifting broad indices to deliver equity returns.
Looking at Bonds Through a Glass Half Full
Finding opportunities in the current bond environment.
ISG Insight: Thriving in the Bond Market
With macro and microeconomic fundamentals improving and corporate bonds priced for this to continue, we explore what could go wrong and how fixed income markets might respond.
Taking Cues from a “Methodical” Fed
Investors would be well-served by following the Federal Reserve’s lead in basing decisions on incoming data.
Total Corporate Debt Soared to Record High in 2020
Companies took on record new debts totaling $1.3 trillion in 2020 as global profits plunged by a third.
Great Expectations in Inflation
Inflation is top of mind for investors. Portfolio managers Helen Anthony and Andrew Mulliner consider whether it is permanent or transitory.