The risks of tightening into a downturn.
Clues from history on how to successfully end the current surge in prices.
Exploring the performance of leveraged credit in past tightening cycles.
The Fed’s best opportunity to “normalize” policy.
VIDEO AND PODCASTS
Maria Giraldo, CFA, Managing Director, Investment Research, and Evan Serdensky, Director, Portfolio Management, provide our macro and markets outlook.
U.S. Economist Matt Bush analyzes the latest Fed announcement and labor and inflation data, Investment Strategist Maria Giraldo discusses credit risk while the Fed tightens, and Managing Director Chris Keywork updates on the bank loan market.
Comparing pre-recession performance of multiple asset classes.
Employment and inflation data raise the likelihood of Fed activity.
Finding value in complexity: The structure, risks, and investor-friendly features of asset-backed securities.
Much Progress, More Wood to Chop
Good risk management leads to good decision making.
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