“US(D) Exceptionalism” is Not Going Away (Capital Group)
Although equity investors have been adjusting their regional allocations away from the U.S. dollar, there is…
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GENIUS Act: Stablecoins and Slower Credit Growth | Michael Howell (CrossBorder Capital)
The discussion covers the role of stablecoins in the U.S. debt landscape, why they differ from the eurodollar…
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Global Corporates: A Good Time to Bolster Defensive Allocations (Capital Group)
Today’s historically strong fundamentals suggest IG corporates are an attractive option to provide defensive…
Short Duration Q2 Recap, Portfolio Actions & Outlook (Metlife IM)
MetLife Investment Management’s Q2 Short Duration Quarterly Commentary offers an eye-opening recap of their…
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