Investment analysis for yield and duration-focused investors
The views expressed herein do not constitute research, investment advice or trade recommendations, do not necessarily represent the views of all AB portfolio-management teams and are subject to cha...
How the Fed's new tightening bias plays out in the short end of the yield curve.
Iran-US tensions may persist through a cycle of escalation and negotiation, supporting energy prices, bond yields and the US dollar while keeping central banks cautious.
As hyperscalers remain locked in an AI-funding arms race, are we seeing signs of indigestion in credit markets?
This week we touch on valuation impacts following the underperformance of munis.
Learn how to fund allocations to the State Street® Bridgewater® All Weather® ETF from equities, bonds, or both to improve portfolio diversification and balance risk.
Wildfires, geopolitical tensions and renewed questions over AI investment unsettled markets this week, driving higher oil prices and bond yields while exposing clear differences across credit markets.
Alok Bedekar, Senior ABS Fund Manager, explores the key features and dynamics of Asset Based Finance, and the role it can potentially play in insurer portfolios.
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