Examining the Fed’s announcement to sell its SMCCF holdings.
Strong earnings growth, low default volumes, upward rating migration, and tighter spreads in the recovery phase of the credit cycle.
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.
Even as credit spreads have narrowed, further value remains.
Investors’ reach for yield puts downward pressure on 10-year Treasury rates, likely rendering the current yield unsustainable.
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.
Brian Smedley, Head of Macroeconomic and Investment Research, and Portfolio Manager Steve Brown share their outlook for the third quarter 2020.
A disappointing May jobs report strengthens our conviction that Fed policymakers will stay the course.
The spike in core CPI is a one-time adjustment as the economy reopens.
Much Progress, More Wood to Chop
Good risk management leads to good decision making.
Why active has the potential to outperform passive in fixed income.
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