Signal Edition 4: Credit where it’s due
As fixed income returns to the forefront of institutional portfolios, the conversation is becoming more nuanced.…
Fixed Income and Treasury
Lead Content
Rethinking Rates, Inflation and Duration (PIMCO)
Bond markets have been transformed by a generational reset in yields, creating a very different backdrop for…
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Expanding the Fixed Income Toolkit with the S&P U.S. CLO Investment Grade Indices (S&P Dow Jones Indices)
Collateralized loan obligations (CLOs) have evolved from a specialized institutional asset class into a mainstream…
Capital Pledgeability and Credit Misallocation (Banque de France)
This paper examines how heterogeneous capital pledgeability shapes capital allocation. The author first document,…
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