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Global Debt
A Positive View on Senior Loans Even Amid Volatility

We believe the long-term fundamentals of the senior loan market remain strong.

Bw a positive view on senior loans even amid volatility 620x349
By
Taylor Watts
| December 14, 2018
Global Debt
Growth, Inflation, Rates: What We See Ahead for Japan

We expect solid growth, low inflation, higher rates, and an aggressive Bank of Japan in 2019.

Bw growth inflation rates what we see ahead for japan 620x349
By
Turgut Kisinbay
| December 07, 2018
Global Debt
Why EM Local Fixed Income Now?

Hemant Baijal explains why we now see emerging market local currency debt as highly attractive.

November 29, 2018
Fixed Income
Senior Loans – The SUVs of Fixed Income

Senior loans are designed to handle a variety of conditions.

Bw senior loans the suvs of fixed income 620x349
By
Taylor Watts
| November 08, 2018
Global Debt
Global Debt: Quarterly Macro Update

EM Weakness May Bring a Slowdown in Global Growth

Bw em weakness may bring a slowdown in global growth 620x349
By
Hemant Baijal
&
Claudia Castro
| October 16, 2018
Global Debt
Turkey Contagion and Opportunity

Turkish market contagion may create buying opportunities for emerging market investors.

Bw turkey contagion and opportunity 620x349
By
Hemant Baijal
&
Chris Kelly
| August 27, 2018
Global Debt
Greek Economy Begins New Era as Bailout Ends

The end of Greece’s bailout program begins a new chapter in Greek economic history.

Bw greek economy begins new era as bailout ends 620x349
By
Turgut Kisinbay
| August 21, 2018
Global Debt
The Demise of Emerging Markets Has Been Grossly Exaggerated

In our view, the global growth cycle is still intact.

Bw the demise of emerging markets has been grossly exaggerated 620x349
By
Hemant Baijal
&
Claudia Castro
| June 14, 2018
Global Debt
Our Fundamental View on the Dollar Has Not Changed

Despite its recent rally, we continue to anticipate a weakening dollar in the medium term.

Bw our fundamental view on the dollar has not changed 620x349
Global Debt
Enhancing Fixed Income Efficiency Through Diversification

We believe a mix of U.S. and international fixed income can enhance risk-adjusted returns.

Bw enhancing fixed income efficiency through diversification 620x349
By
Hemant Baijal
&
Peter Strzalkowski
| April 27, 2018
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