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

Fixed Income, Sector Outlook

Fundamentals in the commercial real estate market (CRE) market have deteriorated notably since last..

Securitized Research, Fixed Income, Sector Outlook

The rapid shift to hybrid work models has left many office buildings in America’s biggest cities..

Fixed Income, Sector Outlook, Municipals

1. How have consumers weathered high inflation so far? What is your view on consumer asset-backed..

Securitized Research, Sector Outlook

1. What’s your overall view of the investment grade (IG) corporate bond market?

The IG corporate..

Fixed Income, Sector Outlook

1. What is your outlook for growth in emerging markets next year, particularly in light of China’s..

Emerging Markets, Fixed Income, Sector Outlook