Conditions bode well for credit, but a more aggressive Fed and geopolitics could bring volatility.
Finding value in complexity: The structure, risks, and investor-friendly features of asset-backed securities.
Successful implementation of Trump’s economic plan could force the Fed’s hand.
In our fourth quarter 2016 report, investment team leaders discuss market conditions heading into a new administration and likely Fed rate hikes.
The demand for new monetary policy strategy and greater fiscal action is growing.
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.
Longer-term bond yields are near their highs for this cycle, while the environment for riskier assets like high-yield bonds, bank loans and stocks remains positive.
Central bank policies implemented in the near-term may seem extreme today, but they will likely soon become policy orthodoxy.
Scott Minerd, Global Chief Investment Officer, sheds light on U.S. economic strength, headwinds for the EU, and which emerging markets look attractive for long-term investors.
Scott Minerd and Anne Walsh, Assistant Chief Investment Officer, Fixed Income, share insights on investing in unprecedented market conditions.
Markets will be grappling with a tightening labor market, rising inflation, and, not least, a new administration.
At a glance, selected charts from our Fourth Quarter 2016 Fixed-Income Outlook highlight views from our fixed-income investment team on relative value and macroeconomic conditions.
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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