An Active Manager’s Lens into Private Investment Grade Credit (PIMCO)
Investors should approach private investment grade (IG) credit with a focus on risk-adjusted returns versus liquid…
Debt and Credit Outlook
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EM Debt: Cautious Confidence in a Shifting Landscape (Capital Group)
As we enter the final quarter of 2025, emerging market (EM) debt continues to demonstrate resilience against a…
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Flash Macro: U.S. FOMC (KKR)
The Fed has cut rates by -25 basis points and changed its forward guidance to reflect an additional rate cut this…
A Fed Housing Fix That’s Hiding in Plain Sight (PIMCO)
Mortgage bond reinvestment could be the Federal Reserve’s most effective and immediate tool to unlock the housing…
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