Allocating To Private Assets In Open-ended Funds (BNP Paribas AM)
Private assets such as private equity and private debt have come to the fore as a viable alternative for investors…
Debt and Credit Outlook
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Are Bond Investors Ready for What Comes Next? (Man Group)
2023 will, in our view, represent the transition from a rate/inflation shock to an earnings/cashflow shock. We may…
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Views from the TIAA General Account (Nuveen)
In January, Emilia Wiener was named CIO of the TIAA General Account after six years serving as the head of fixed…
Quick Take: Bank Failures Push Fed To Proceed With Caution (Capital Group)
The US Federal Reserve raised its benchmark interest rate by 25 basis points (bps) this week, despite turmoil in…
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Fixed income investors are expecting the world's major central banks to eventually pivot...
Discovering Sources of Alpha and Diversification in Fixed Income
Required reading for anyone invested in or considering allocating to fixed income.