Sector Views    |   October 14, 2016

High-Yield and Bank Loan Outlook – October 2016

The recent rise in prices and tightening of spreads suggest a time of caution for leveraged credit.

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.

Portfolio Strategy    |   August 17, 2016

Fixed-Income Outlook: Finding Relative Value with One Eye on Global Central Banks

Our third quarter 2016 report, details our current fixed-income strategy, economic outlook and where we see relative value.

Global CIO Outlook    |   June 28, 2016

Brexit Reaction: Keep Calm and Carry On

In the long run there are certainly issues to be sorted through, but in the short run Brexit is a buying opportunity.


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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August 19, 2016

Fixed-Income Outlook Chart Highlights: Q3 2016

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

August 17, 2016

Steady as She Goes

Our third-quarter Macroeconomic Outlook indicates that a strong U.S. consumer combined with a wary Fed and global stimulus should support U.S. credit markets.

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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