March 16, 2022
Anne Walsh, CIO for Fixed Income, discusses risk and opportunity with the unfolding war in Ukraine, the Fed’s shift towards tighter monetary policy, and increasing market volatility.
The risks of tightening into a downturn.
Clues from history on how to successfully end the current surge in prices.
Exploring the performance of leveraged credit in past tightening cycles.
VIDEOS & PODCASTS
Maria Giraldo, CFA, Managing Director, Investment Research, and Evan Serdensky, Director, Portfolio Management, provide our macro and markets outlook.
U.S. Economist Matt Bush analyzes the latest Fed announcement and labor and inflation data, Investment Strategist Maria Giraldo discusses credit risk while the Fed tightens, and Managing Director Chris Keywork updates on the bank loan market.
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