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High hopes and low credit spreads
Connor Fitzgerald highlights the implications of tight credit spreads and the importance of flexibility for fixed income managers navigating today's market.
Sitting in the slack tide of US fiscal stimulus
Portfolio Manager Connor Fitzgerald profiles the risks of the Trump administration's policies around spending cut, tariffs, and immigration, and analyzes potential effects on US growth.
Turning tides for US Treasuries
Uncover the case for US Treasuries in fixed income portfolios against the current market backdrop.
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