What would a recession look like and what follows? For some time, our base case has been for a recession. Some of the leading indicators have been deteriorating,.
Expanding equity multiples and falling risk premia Enthusiasm around artificial intelligence, falling inflation readings and better-than-feared economic data have.
What are the dynamics driving yields and what's your perspective on it? After a tumultuous 2022, the 2-year Treasury yield is at levels not seen in a decade and.
After a tumultuous year for capital markets in 2022, investors will likely face more uncertainty in 2023. However, there are several bright spots inflation is.
Welcome to the opportunity buffet in fixed income. The case for fixed income has become much stronger. In our view, now is the time to get back into it. This is.