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Fixed income program

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Mid Year Outlook Designs 4_sd_v2
Mid Year Outlook Designs 4_sd_v2
Article
5 min
Inflation Elections Outlook Fixed income program Macro Americas Fixed income Article
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Battle for the supply side of the economy: US election implications

Starkly different policy agendas from Biden and Trump are examined in terms of how they may affect the supply side of the US economy. 

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By

Michael Medeiros
Michael Medeiros, CFA
event
5 min
Article
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Quick Take
Fiscal policy Volatility Monetary policy Fixed income program Inflation Interest rates Americas Fixed income Credit Government bonds High yield Investment grade Quick Take
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FOMC: Stable policy amid market volatility

The Fed is holding steady amid market turmoil. See our quick notes on the FOMC's March policy statement, forecasts, and the Fed chair's press conference. 

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Caroline Casavant
Caroline Casavant
event
Quick Take
2025-03-31
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1359344663
1359344663
Quick Take
Fixed income Interest rates Investment grade Opportunistic Fixed Income Global Credit Plus Multi-Sector Credit High yield Credit Americas Economic cycle Fixed income program Quick Take
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Agency MBS key questions for 2024

Is there room for mortgage spreads to tighten further? Brian Conroy and Joseph Marvan examine this and seven other questions that will be significant for the agency MBS market in 2024.

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Brian Conroy
Brian Conroy, CFA
Joseph Marvan
Joseph Marvan, CFA
event
Quick Take
2025-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
645912480
645912480
Article
Economic cycle Interest rates Monetary policy Fixed income program Inflation Fiscal policy USA Credit Article Yielding insights
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Is the US economy really that different since COVID?

US economists have been touting the resilience of the post-COVID economic rebound. Brij Khurana dissects several key economic indicators to see what's really changed since 2019. 

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Brij Khurana
Brij Khurana
event
Article
2025-03-31
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Quick Take
Fixed income Credit Economic cycle Fixed income program Americas Multi-Sector Credit Global Credit Plus Quick Take
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Top 5 fixed income ideas for 2024

With central banks set to pivot to accommodative policy, and elevated yields still prevailing, we think fixed income offers compelling opportunities. Here we share our top five ideas.

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By

Amar Reganti
Amar Reganti
Adam Norman
Adam Norman
event
Quick Take
2025-02-28
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Quick Take
Income Total return Credit Fixed income Macro and market Fixed income program Quick Take
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CLOs: 4 hot topics

Bank demand, net supply, the cycle for broadly syndicated loans, and loan fundamentals will be front and center for CLO investors in 2024.

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By

Andrew Bayerl
Andrew Bayerl, CFA
Alyssa Irving
Alyssa Irving
event
Quick Take
2025-02-28
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Quick Take
EM debt Macro and market Outlook Balance sheet Public pension (DB) Sovereigns Unit linked Union (Taft Hartley) Multi Single Distribution Global Credit Plus Multi-Sector Credit Opportunistic Fixed Income Fixed income Emerging markets Macro Fixed income program Quick Take
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Emerging markets debt: resilience in the face of adversity

Our expert discusses why she is positive on the outlook for emerging markets debt, even though growth will likely slow.

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Gillian Edgeworth
Gillian Edgeworth
event
Quick Take
2025-01-31
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Quick Take
Economic cycle Interest rates Monetary policy Credit Americas China Europe Fixed income program Quick Take
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Bizarro World: Could 2024 be the opposite of 2023?

Fixed Income Portfolio Manager Brij Khurana details the dynamics that may upend investor expectations of a repeat of 2023 this year.

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Brij Khurana
Brij Khurana
event
Quick Take
2025-01-17
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Quick Take
Inflation Fixed income Active management Fixed income program Monetary policy Europe Credit Quick Take
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Why today’s fixed income market is fertile ground for active management
Skilled active management has potential to shine in times of increased dispersion across fixed income sectors and regions. Now may be one of those times.
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By

Tobias Ripka, CFA
Tobias Ripka, CFA, CFA
Will Prentis
Will Prentis
event
Quick Take
2022-12-31
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1361943325
1361943325
Article
Volatility Inflation Europe Active management Private pension (DB) Credit Article Public pension (DB) Economic cycle Fixed income Balance sheet Fixed income program
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Can credit investors turn the resumption of volatility and cycles to their advantage?
Why the new volatile market regime may offer significantly more opportunities for longer-term global credit strategies.
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By

Mahmoud El-Shaer
Mahmoud El-Shaer, CFA
Annabel Gray
Annabel Gray
event
Article
2023-07-31
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850495466
850495466
Article
LDI Alert Liability-driven investing Fixed income program USA Portfolio strategy Private pension (DB) Article
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Intermediate credit: A compelling LDI opportunity?
While it has been a painful start to the year for credit investors, Portfolio Manager Connor Fitzgerald sees a structural case for intermediate credit and a potential near-term window of opportunity.
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Connor Fitzgerald
Connor Fitzgerald, CFA
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Article
2023-06-30
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