1. Last year, you felt EM inflation had peaked. Today, inflation has drifted lower in line with..

Emerging Markets, Fixed Income, Sector Outlook

1. Bank loans had a great year in 2023, largely due to high base rates,[i] stable fundamentals and..

Bank Loans, Fixed Income, Sector Outlook

1. What’s your overall view of the high yield market as we enter the year?

Spreads are tight, but..

Fixed Income, Sector Outlook

Growing at a cumulative rate of over 300% since 2010, emerging markets (EM) corporates represent a..

Emerging Markets, Fixed Income

Michael, prior to the pandemic we hadn’t seen high inflation rates for decades. What contributed to..

Fixed Income, Sector Outlook

We believe corporate health is on the mend. The latest results from the CANDIs,[i] proprietary..

Credit Research, Macro Strategies, Fixed Income