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Sector Views    |   January 13, 2017

High-Yield and Bank Loan Outlook: Focus on Floating Rate

Conditions bode well for credit, but a more aggressive Fed and geopolitics could bring volatility.


Portfolio Strategy    |   January 09, 2017

The ABCs of ABS

Finding value in complexity: The structure, risks, and investor-friendly features of asset-backed securities.


Global CIO Outlook    |   December 26, 2016

A Contrarian’s View on Inflation Fears

Longer-term bond yields are near their highs for this cycle, while the environment for riskier assets like high-yield bonds, bank loans and stocks remains positive.


Portfolio Strategy    |   December 14, 2016

Fixed-Income Outlook: Risk and Relative Value in a Time of Change

In our fourth quarter 2016 report, investment team leaders discuss market conditions heading into a new administration and likely Fed rate hikes.


Global CIO Outlook    |   August 24, 2016

A New Policy Orthodoxy Is Emerging

Central bank policies implemented in the near-term may seem extreme today, but they will likely soon become policy orthodoxy.


VIDEO

Long-Term Macroeconomic Outlook

Long-Term Macroeconomic Outlook

Scott Minerd, Global Chief Investment Officer, sheds light on U.S. economic strength, headwinds for the EU, and which emerging markets look attractive for long-term investors.

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Strategies for a Low-Yield Environment

Strategies for a Low-Yield Environment

Scott Minerd and Anne Walsh, Assistant Chief Investment Officer, Fixed Income, share insights on investing in unprecedented market conditions.

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December 15, 2016

Expecting More 2017 Hikes than the Market

Markets will be grappling with a tightening labor market, rising inflation, and, not least, a new administration.

December 15, 2016

Fixed-Income Outlook Chart Highlights: Q4 2016

At a glance, selected charts from our Fourth Quarter 2016 Fixed-Income Outlook highlight views from our fixed-income investment team on relative value and macroeconomic conditions.



Global CIO Outlook    |   May 20, 2016

Sustainable Development: The Future of Investing

Smart, strategic investments in sustainable development today can deliver strong, stable returns, and make the world a better place.


Portfolio Strategy    |   July 21, 2015

The Core Conundrum

The deepening chasm between investors’ return targets and current market realities is creating a conundrum for core fixed-income investors.




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