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Fed Up? The Fallout from Overly Sweetened Monetary Policy
Financial markets have started to challenge central banks on their commitment to accommodative policy.
Accessing Floating-Rate Loans Through CLOs
Why investment-grade CLOs may offer an attractive, floating-rate, option for fixed-income investors.
U.S. Fixed Income: Finding a Balance in Rates and Inflation
Why continued uncertainty reinforces the value of maintaining an allocation to high-quality bonds.
The Return of Inflation: What it Could Mean for Markets and the Economy
Investors should be mindful of how the future path of inflation can impact the economy, policy and financial markets.
Tapering Without the Tantrum
Why the Fed tapering its MBS purchases should go smoother than last time.
Fed Stays Focused on Tapering – For Now
Federal Reserve Chair Jerome Powell stressed that the November FOMC meeting was more about QE than interest rates.
A Balancing Act for Monetary Policy – and Bond Investors
Global bond markets face a period of transition, driven by inflation concerns and shifting monetary policy.
Yields Move Higher – September Spike or Sustained Trend?
The recent sell-off in government bond yields is testing the patience of central banks and bond markets are reacting to the hawkish messages.
The Return of Multiplicity
A discussion of several important issues confronting bond markets, including the role of sustainability in fixed income as the UN Climate Change Conference approaches.
Looking to sustainability for opportunity
Why taking an active approach to sustainable investment could help balance opportunities against the risks in corporate bonds.
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.