Rethinking Emerging Markets Hard Currency (Nuveen)
Conventional thinking for emerging markets hard currency exposure is to manage sovereign bonds and corporate bonds…
Fixed Income and Treasury
Lead Content
The Art of Learning: Asset Allocation Insights (KKR)
With a whirlwind of recent developments KKR thinks it makes sense to update what we have been learning, especially…
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The Continental Shift: Europe’s Private Credit Moment (Apollo)
We believe European private credit is a fast-growing market with the potential to rival its U.S. counterpart,…
Tariff War Shock and the Convenience Yield of U.S. Treasuries – A Hedging Perspective (NYU Stern)
This note explains how the “tariff war” shock of early April 2025 affected the convenience yield of U.S.…
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