The demand for new monetary policy strategy and greater fiscal action is growing.
Our third quarter 2016 report, details our current fixed-income strategy, economic outlook and where we see relative value.
In the long run there are certainly issues to be sorted through, but in the short run Brexit is a buying opportunity.
Faced with a sharply appreciating yen, and lacking G7 support, Japan may need to take extreme measures.
Scott Minerd, Chairman of Investments and Global CIO, explains in the Milken Institute’s Power of Ideas why sustainable development will be a key component of long-term investment performance.
Central bank policies implemented in the near-term may seem extreme today, but they will likely soon become policy orthodoxy.
Despite the selloff following Brexit, high-yield bonds and bank loans still turned in impressive quarterly returns, but recovery rates bear watching.
IN THE MEDIA
Scott Minerd, Chairman of Investments and Global CIO, discusses challenges and opportunities in today’s market with WealthTrack’s Consuelo Mack.
At a glance, selected charts from our Third Quarter 2016 Fixed-Income Outlook highlight views from our fixed-income investment team on relative value and macroeconomic conditions.
Our research suggests the massive El Niño weather pattern has the potential to add 1.5 percent to U.S. gross domestic product in the first quarter.
Smart, strategic investments in sustainable development today can deliver strong, stable returns, and make the world a better place.
The deepening chasm between investors’ return targets and current market realities is creating a conundrum for core fixed-income investors.
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