The sudden inversion of the 2-year, 10-year (2s10s) US Treasury yield curve has investors wondering..

Fixed Income

Bank loans and high yield bond returns have been highly correlated for much of the past decade. But..

Bank Loans, Fixed Income

China and Russia have long had a common interest in undermining the US-led global order, in my..

Macro Strategies, Emerging Markets, Geopolitics

By Andrea DiCenso, Alpha Strategies Portfolio Manager, Greg Hadjian, Senior Sovereign Analyst, and ..

Sovereign Research, Emerging Markets, Fixed Income

Last week, we outlined three possible scenarios for the Russia-Ukraine conflict and their..

Macro Strategies, Geopolitics

Rising tensions between Russia, Ukraine and NATO[i] have the world on edge, and many investors..

Macro Strategies, Geopolitics