Watch Roger Aliaga-Díaz, Ph.D., Vanguard Chief Economist for the Americas and Global Head of Portfolio Construction, and Andrew J. Patterson, CFA, Senior International Economist, conduct a live discussion on:

• Where the global economy and capital markets might be headed
• Why rates across the globe are…

PIMCO Group CIO Dan Ivascyn explains why volatility is creating a target-rich environment in fixed income, and how to build a resilient portfolio that capitalizes on opportunities across public and private markets.

Join Colin Reedie, Head of Active Strategies, and Matthew Rees, Head of Global Bond Strategies at LGIM, as they chat through the more volatile world of fixed income investing, where we are in the economic cycle and the outlook for active fixed income investing more generally.

A popular investment strategy targeting market-neutral exposure involves an overweight exposure to convertible bonds in combination with an underweight in the underlying equity that the bonds typically convert into. Skander Chabbi, Head of Convertible Bonds at BNP Paribas Asset Management, argues such an approach accesses…

This episode of All the Credit highlights liability-driven strategies in our new sub-series, Credit Markets in Transition.

Potential policy changes from the new U.S. administration have raised uncertainty in the outlook for bond markets. Watch Senior Fixed Income Portfolio Managers, Pramod Atluri and Damien McCann, make sense of the rapidly shifting landscape.

Potential policy changes from the new U.S. administration have raised uncertainty in the outlook for bond markets. Watch Senior Fixed Income Portfolio Managers, Pramod Atluri and Damien McCann, make sense of the rapidly shifting landscape.

In this episode, Michael Howell joins the show to discuss the Fed & Treasury’s hidden stimulus tapering off, why we need more liquidity in the financial system to refinance debts, and why the Fed’s QE & duration goals are unrealistic.

Brian Carney, lead portfolio manager of the Mawer Global Credit Opportunities strategy discusses tightening of credit spreads, risks in the leveraged loan market, and the limited compensation for high-yield bonds.

President Donald Trump’s plans for tariffs, taxes and other policies are beginning to take shape during his first 100 days in the White House. In this webinar, PGIM gathered a panel of experts, including former SEC Commissioner Mike Piwowar, to discuss how an evolving policy landscape could impact the economy and global…

On Thursday 13th February, we held our call dedicated to Amundi's Responsible Investment Views 2025. Our experts Vincent Mortier, Elodie Laugel and Timothée Jaulin, discussed the key trends to watch in 2025 and beyond, along with their implications for investors.

There is always uncertainty, particularly when it comes to the direction of bond markets in an uncertain world. BNP Paribas Asset Management's James McAlevey (Head of Global Aggregate and Absolute Return) explains the merits of absolute return fixed income investing in the current environment.

Group CIO Dan Ivascyn underscores why high-quality bonds are better positioned for 2025, given their attractive yields and valuations relative to cash and equities.

Listen in as Steve Rosen and Bill Maclay, who co-managed portfolios and worked closely for more than two decades at Fidelity, dive into high-yield and private real estate lending, including: trends in credit conditions and property market fundamentals, plus strategies Bill believes offer strong risk-adjusted returns, and…

Credit markets have performed well this year, driven by tighter spreads and higher benchmark yields, but risk premiums are historically low.

Mawer Credit Analyst Curtis Elkington provides a comprehensive overview of the $50 trillion global commercial real estate market. He covers the current headwinds facing various property sectors, such as pandemic-induced challenges in the office sector and touches on the surprising resilience of the retail segment.

Given the uncertainty that continues to pervade the macro and investment landscape, investors must take a broad view of credit markets to identify risks and opportunities as they emerge. PGIM brings together experts from its affiliates to discuss the interplay between public and private credit, how asset owners and…

MacKay Municipal Managers team remains vigilant in assessing changes that the recent tariff policy’s impact has on the broader municipal market including the state and sector level.

Tariffs are calling the tune as the U.S. rattles global markets with a high-stakes trade war. U.S. consumer confidence tanks, while gold holds up as a refuge. Looking ahead: what will the earnings season reveal about sentiment and corporate planning, and how will central banks navigate some very tough policy choices in the…

In this webinar, Nuveen’s experts Jessica Zarzycki, CFA Portfolio Manager Fixed Income and Stephen Liberatore, CFA, Portfolio Manager, Head of ESG/Impact, Fixed Income discuss recent trends in the market, including how issuers are navigating the new global macro and geopolitical backdrop, areas of growth or retrenchment in…