Investment analysis for yield and duration-focused investors
The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
Many AREIT investors fear the impact of higher interest rates; results from the latest reporting season should allay those fears.
The US Federal Reserve raised rates by 25bp to 3.75%-4.0% and the Bank of Japan also hiked, while the Bank of England held.
Global bond markets aren't pricing a fiscal crisis; they're pricing a new rate cycle, a distinction that should anchor how portfolios are positioned.
Today's September jobs report showed 254,000 positions added, way above the 140,000 analysts had expected. Treasury yields and stocks jumped on the news as recession fears receded.
When it comes to assessing value across various fixed income credit markets, we believe the big picture is essential. For the Full Discretion team, the big picture means analyzing where we are in t...
AI is reshaping credit through infrastructure spending, debt issuance, and productivity gains, and creating opportunities and risks across sectors.
The Bank of Japan raised rates, as expected. The decision was not unanimous, causing a modest market reaction. The yen has weakened—yelling “house” like a grandmother in a bingo parlor does not off...
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