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Recent Perspectives

November 21, 2022

A Strong Credit Market Shapes the Default Outlook

The stress in this credit cycle is driven by unforgiving high interest rates.

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November 10, 2022

From the Desk of the Global CIO: Fourth Quarter 2022

Duration could again be a tailwind for returns.

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November 10, 2022

Fourth Quarter 2022 Fixed-Income Sector Views

Market and value updates by sector.

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November 09, 2022

Solving the Core Fixed-Income Conundrum

An active, diversified, multi-sector approach to meeting the total return objectives of core fixed-income management without taking on undue risk.

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November 04, 2022

The Jobs Data Trend Is Duration’s Friend

October jobs data suggests a cooling labor market.

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October 28, 2022

Weaker Payrolls Will Reward Pent-Up Demand for Fed Pivot

Weakening jobs picture will signal that Fed tightening is working as intended.

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