Tapping A Misunderstood Alpha Source: Effective Corporate Bond Portfolio Construction (Franklin Templeton Investments)
Many factors can explain return attribution differences in credit portfolio returns- curve, interest rate…
Many factors can explain return attribution differences in credit portfolio returns- curve, interest rate…
Rob Almeida reflects on 2022 and breakdowns key market and investment considerations, including the rate of…
Inflation, and the resultant path of interest rates, remain key drivers for economies and markets. What are the…
Most assets struggled in 2022. Among alternatives, commodity related categories were at the top of asset rankings…