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Recent Perspectives

November 24, 2021

Are High-Yield Markets Misjudging Evergrande Risk?

High-yield investors should be weighing the risks of contagion more carefully.

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November 01, 2021

Yield Curve Flattening Carries a Warning About Looming Rate Hike Cycle

The long end of the yield curve has inverted for the first time since 2009.

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September 29, 2021

Confessions of an Active Fixed-Income Manager: Risk and Relative Value

Anne Walsh, Chief Investment Officer for Fixed Income, joins Asset TV to discuss the benefits of active management during this challenging market environment, and relative value in fixed-income sectors.

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September 15, 2021

Weak Data and Fiscal Uncertainty Will Delay Fed Tapering

Bond yields could fall further as rising fiscal risks get priced in.

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