Fixed-Income Investment Process: Portfolio Management

Portfolio Manager Steve Brown explains how they take inputs from the other groups in order to implement and optimize portfolios based on client guidelines.

October 03, 2016

 

FEATURED PERSPECTIVES

Not Too Soon to Think About Defaults and Recovery Rates - Featured Perspectives
April 12, 2018

Not Too Soon to Think About Defaults and Recovery Rates

Benign conditions support near term value in credit, but default rates will rise as the Fed tightens further and corporate debt levels continue to grow.

When Fiscal and Monetary Policy Collide - Featured Perspectives
March 26, 2018

When Fiscal and Monetary Policy Collide

Prepare for when the effects of fiscal stimulus begin to wear off and monetary policy keeps getting more restrictive.

Fixed-Income Outlook: Walking the Risk Tightrope - Featured Perspectives
February 21, 2018

Fixed-Income Outlook: Walking the Risk Tightrope

Current conditions could persist for some time, but with a possible recession approximately two years away, the time for caution is approaching.


VIDEO

Forecating the Next Recession 

Forecating the Next Recession

Global CIO Scott Minerd and Head of Macroeconomic and Investment Research Brian Smedley provide context and commentary to complement our recent publication, “Forecasting the Next Recession.”

Macro Themes to Watch in 2018 

Macro Themes to Watch in 2018

In his market outlook, Global CIO Scott Minerd discusses the challenges of managing in a market melt up and highlights several charts from his recent piece, “10 Macro Themes to Watch in 2018.”




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