Macroeconomic Research    |   April 05, 2021   

Don’t Mistake Rapid Jobs Gains for a Strong Labor Market

Despite a strong March 2021 jobs report, full employment remains far away.


Global CIO Outlook    |   March 25, 2021   

A Successful Green New Deal Will Need Private Partners

A Green New Deal should not be viewed as a big government program, but as an opportunity to reinvent vast swaths of the U.S. economy while pursuing the laudable goal of carbon neutrality.


Portfolio Strategy    |   March 11, 2021    |   Fixed-Income Outlook

Staying on Offense

Even as credit spreads have narrowed, further value remains.


Global CIO Outlook    |   March 02, 2021   

A Drunk Man in the Snow: The Random Walk of Interest Rates

Investors’ reach for yield puts downward pressure on 10-year Treasury rates, likely rendering the current yield unsustainable.


Sector Views    |   February 25, 2021    |   High-Yield and Bank Loan Outlook

A Ripe Environment for Strong Credit Performance

Our positive 2021 economic outlook, combined with better-than-expected company fundamentals, supports strong credit performance and spreads.


Global CIO Outlook    |   October 22, 2020   

In the Eye of the Storm

The relative calm we feel in the markets right now isn’t the end of the storm, it is just the eye.


VIDEO

The Long Road to Recovery

The Long Road to Recovery

Scott Minerd, Chairman of Investments and Global CIO, discussed his outlook for markets and the economy with CNBC’s Brian Sullivan during the Milken Institute 2020 Global Conference.

Watch Video

First Quarter 2021 Fixed-Income Outlook

First Quarter 2021 Fixed-Income Outlook

Brian Smedley, Head of Macroeconomic and Investment Research, and Portfolio Manager Steve Brown share their outlook for the third quarter 2020.

Watch Video


Don’t Look Now, But Bond Seasonality Is Turning Bullish - Image Thumbnail
March 29, 2021

Don’t Look Now, But Bond Seasonality Is Turning Bullish

The summer months tend to deliver stronger-than-average returns for bonds.

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March 11, 2021

The Best and Worst of Times

Pandemic deaths continue to mount, but vaccine deployment and massive policy support will lift growth in 2021.



Portfolio Strategy    |   December 12, 2019   

The Transition Away from Libor

Much Progress, More Wood to Chop


Portfolio Strategy    |   November 08, 2019   

The Science and Art of Risk Management: Liquidity Risk

Good risk management leads to good decision making.


Portfolio Strategy    |   November 04, 2019   

The Risk Mitigation Advantage in Active Fixed-Income Management

Why active has the potential to outperform passive in fixed income.




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