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.


Sector Views    |   July 14, 2016

High-Yield and Bank Loan Outlook – July 2016

Despite the selloff following Brexit, high-yield bonds and bank loans still turned in impressive quarterly returns, but recovery rates bear watching.


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.


Global CIO Outlook    |   May 26, 2016

Why the G7 May Be Hastening Helicopter Money

Faced with a sharply appreciating yen, and lacking G7 support, Japan may need to take extreme measures.


IN THE MEDIA

April 22, 2016

Minerd on WealthTrack: Fixed Income Strategy in a Negative Rate World

Scott Minerd, Chairman of Investments and Global CIO, discusses challenges and opportunities in today’s market with WealthTrack’s Consuelo Mack.


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.

January 27, 2016

El Niño Could Add $30 Billion to U.S. Economy

Our research suggests the massive El Niño weather pattern has the potential to add 1.5 percent to U.S. gross domestic product in the first quarter.



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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