Thoughts from the Road: The Middle East (KKR)
Learn about the latest trip of Henry H. McVey, Head of Global Macro & Asset Allocation, CIO of KKR’s Balance…
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Extra Credit: Why Auto Credit May Be the Canary in the Coal Mine (Mawer IM)
Credit markets today reflect a level of calm that feels increasingly out of sync with reality. Investment grade…
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Anxious Relief Over the State of the Global Economy (BNP Paribas AM)
Anxious relief, such was the mood in Washington DC in mid-October during the Annual Meetings of the International…
Munis Get the Job Done While DC Still Dithers (Nuveen)
Weekly CIO views: Munis get the job done while DC still dithers
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