Identifying the appropriate range for policy rates has gotten even more challenging given economic initiatives proposed by the incoming administration.
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Yields on U.S. corporate credit have reverted to levels not seen since before the Global Financial Crisis, providing attractive opportunities.
Exploring reasons why high yield retains attractions within a diversified portfolio.
Corporate bond valuations are rich but arguably justified by strong credit fundamentals.
Central banks are separating into the fast and the slow.
The arrival of less restrictive monetary policy could further buttress a still resilient U.S. economy.
Why we believe the strategic case for AAA CLOs remains compelling amid Fed rate cuts.
With inflation’s downward path appearing sustainable, the Fed believes the time has come to step away from highly restrictive monetary policy.
Downward revisions to jobs numbers provide further support for interest rate cuts.
Why we believe MBS is poised for outperformance in the current environment.
Looking into the U.S. investment-grade corporate credit market and the present level of credit spreads.