In May, you noted that emerging markets (EM) were facing a mix of bright spots and risks. How has..

Equity Research, Emerging Markets, COVID-19

1.In a March blog post, you referred to loans as “stupid cheap." How do fundamentals and..

Bank Loans, COVID-19

1. In March, you anticipated the economy could experience sluggish growth in the third quarter..

Commodities, Fixed Income, COVID-19

Investors appear firmly focused on the economic recovery ahead. With Fed support and the potential..

Macro Strategies, Market Outlook, COVID-19

The homebuilding and building products industries have held up quite well during this economic..

Credit Research, COVID-19

The severity of the current economic downturn has surpassed that of the global financial crisis..

Macro Strategies, COVID-19