Fixed Income
The potential advantages of private market investments, specifically venture equity and venture debt investing, extend to five dimensions of performance.
As the Fed nears its terminal rate, bonds may reassume their traditional role as a portfolio “diversifier.”
What are the five most common client concerns and how can we address them?
Does the bond market view companies with better ESG ratings as better credit risks?
Equity portfolios constructed using bond momentum signals may outperform their traditional equity price momentum counterparts.
Now may be a great time to stockpile excess capital to tactically deploy in the coming months if the opportunity set improves.
ESG considerations are transforming how asset managers approach their jobs and serve their clients, according to the latest Index Industry Association (IIA) survey.
The predictive power of the yield curve is a widely accepted causal narrative. But the history shows that the causal correlation between long and short rates is actually quite weak.
The current environment may be the best that credit investors have seen in at least a generation.
As Warren Buffett said, “You only find out who is swimming naked when the tide goes out.” Well, the tide is going out and as businesses refinance at higher rates, default rates and distressed exchanges are likely to increase.