In March, you were not overly concerned about the potential for a massive downgrade in BBB debt...

Fixed Income, COVID-19

The global pandemic has devastated global trade. It appears that some of the drop in trade is..

Macro Strategies, Trade, COVID-19

You’ve used a 5-point framework to talk about the virus. Where are we now?

We’re still in the..

Fixed Income, COVID-19

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

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