Bond yields could fall further as rising fiscal risks get priced in.
A properly diversified credit portfolio should have exposure to both high-yield corporate bonds and bank loans.
The COVID Delta Variant’s Looming Threat to Risk Assets.
A revival of the Obama-era Build America Bonds would raise funds with less taxes.
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, Chief Economist and Head of Macroeconomic and Investment Research, and Portfolio Manager Adam Bloch provide our macro and markets outlook.
The resurgent virus should keep a lid on Treasury Yields.
Falling demand will help limit the extent of more price increases.
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.
Follow Scott Minerd
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