Our first quarter 2017 report reflects expectations for strong risk-asset performance as President Trump’s economic agenda takes shape.
Ten charts illustrate the global macroeconomic trends most likely to shape the investment environment in 2017 and beyond.
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.
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.
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.
Selected charts from our First Quarter 2017 Fixed-Income Outlook reflect market conditions as the Fed’s path and President Trump’s policy agenda come into focus.
The Fed will likely need to hike rates at a faster pace than the markets are pricing in.
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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