The BlackRock Investment Institute publishes capital market assumptions every quarter. We cover two time horizons: long-term equilibrium capital markets assumptions that can be used as key inputs for strategic asset allocation, and five-year assumptions that take into account how we think current economic and market conditions will play out in the ...
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Neat five-pager from Loomis Sayles explaining the Credit Cycle https://www.savvyinvestor.net/node/905200
What factors determine the "price" of bond market liquidity? Eight pager from BlackRock https://www.savvyinvestor.net/node/784287
Welcome to "Fixed Income and Treasury". Please use this small talk section for brief comments relating to fixed income management.
