Investment analysis for yield and duration-focused investors
Iain Stealey, CFA, managing director, is the International Chief Investment Officer within the Global Fixed Income, Currency and Commodities (GFICC) group.
The what's, the why's and the wherefores of the strategy.
An effective multi‑asset income strategy should tap non-traditional sources besides stocks and bonds. The multi-asset playing field presents income investors with broad opportunities across asset c...
With rising energy prices alleviating deflation concerns, the Swiss central bank turned its focus to the appreciating franc.
March 24, 2026 Diversification Without Complication: The Case for Global Bonds in 2026 After an extended period of declining yields and credit spreads, we be...
The Fed and the BOJ held policy rates steady, but external energy and geopolitical shocks have complicated their policy outlooks. New risks raise the bar for action, even as formal guidance remains...
During this episode, Ryan Weldon of IFM’s Debt Investments team in New York discusses the outcomes of the March Fed meeting, the updated dot plot and summary of economic projections, and the diffic...
CIO Weekly Perspectives | March 23, 2026 Fixed Income: Why This Is Not 2022 The echoes of 2022 are loud but misle...
Why are fallen angels the pick of high yield? We unpack the technical mispricings, return drivers and portfolio uses for this attractive credit segment.
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