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Global Debt
When It Comes to Growth, In China We Trust

China is slowing, but we expect the government will act as needed to stabilize growth.

Bw in china we trust 620x349
By
Meral Karasulu
| February 06, 2019
Global Debt
Manuel López Obrador: Fiscally Conservative Leftist?

We are cautiously optimistic in our outlook on Mexico as AMLO makes his mark.

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By
Wim Vandenhoeck
&
Franco Ditri
| January 30, 2019
Domestic Debt
An Enhanced Value Proposition for Senior Loans

The 2018 sell-off presents an opportunity to realize price gains as well as income.

Bw an enhanced value proposition for senior loans 620x349
By
Taylor Watts
| January 29, 2019
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
&
Meral Karasulu
| January 29, 2019
Global Debt
Should We Worry About the U.S. Housing Slowdown?

The U.S. housing sector is likely to remain soft this year after peaking in early 2018.

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By
Turgut Kisinbay
| January 14, 2019
Global Debt
Short-Term Volatility, Potential Opportunities in India

India’s economic outlook is improving, though the potential for near-term volatility remains.

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By
Wim Vandenhoeck
| December 17, 2018
Domestic 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
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