April 30, 2021 -
Michael Arno weighs in on what is behind the drop in China’s credit impulse and what it could mean for the global reflation trade in MarketWatch.
April 23, 2021 -
The Biden administration’s infrastructure plan has ramped up demand for energy and metals. Jack McIntyre shares how investors may capitalize on this trend through global currencies. Read the full article in Bloomberg.
April 19, 2021 -
In this Financial Times article, Tracy Chen explains how business models could likely change after COVID and what this means for high yield debt once stimulus and accommodative policies have stopped.
April 13, 2021 -
In MarketWatch, Brian Kloss discusses the potential impact a vaccine halt may have on broader vaccination efforts and economic reopening.
March 31, 2021 -
In this Advisor’s Edge podcast, Richard Lawrence discusses the reasons behind our constructive outlook on emerging markets and where fixed income investors may find opportunities.
March 22, 2021 -
Interest rate risk is evident through increasing Treasury yields, prompting Brian Kloss to reduce exposure to long-dated investment-grade corporates. He explains where he’s focusing instead in this Pensions & Investments story.
March 20, 2021 -
In this MarketWatch story, Brian Kloss shares the factors influencing Treasury yields and the potential for inflation in 2021, including the sectors that could do well even if prices rise.
March 19, 2021 -
Jack McIntyre returned to Fox Business Network to break down how potential corporate tax hikes and the outlook for inflation could impact markets in late 2021.
March 12, 2021 -
According to Tracy Chen in Bloomberg, Chinese bonds may present an attractive opportunity for investors seeking new havens as an alternative to U.S. Treasuries.
March 2, 2021 -
In this Investment Executive podcast, Tracy Chen explains how negative rates can impact markets and the importance of looking globally for yield.
