Signal Edition 4: Credit where it’s due
As fixed income returns to the forefront of institutional portfolios, the conversation is becoming more nuanced.…
Fixed Income and Treasury
Lead Content
Rethinking Rates, Inflation and Duration (PIMCO)
Bond markets have been transformed by a generational reset in yields, creating a very different backdrop for…
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Capital Pledgeability and Credit Misallocation (Banque de France)
This paper examines how heterogeneous capital pledgeability shapes capital allocation. The author first document,…
Creditors’ Seniority and Sovereign Risk: Evidence from Debt Composition (IMF)
The authors provide new evidence on the de facto seniority structure of sovereign debt. Using a measure of the…
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