August 15, 2018 | By Brian Smedley, Head of Macroeconomic and Investment Research
Part 1: Credit Cycle Downturn
Part 2: Crowding Out
Part 3: Oil and Geopolitical Risk
Part 5: Navigating Your Portfolio
FEATURED PERSPECTIVES
High-yield corporate bond spreads and bank loan discount margins typically widen when the Fed is lowering interest rates.
The Federal Reserve’s policy pivot has supported a rally in most credit sectors, but investors should worry about late cycle excesses.
Beijing is preparing for a protracted standoff as the U.S.-China trade war ramps up.
VIDEO
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.”
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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