Investment analysis for yield and duration-focused investors
Get insights on macro topics such as manager dispersion, while also diving into real estate, private credit, private equity and hedge funds and more.
The AI boom has led many investors to focus not only on the companies that are going to be the winners of the technological revolution, but also the losers. In this Bond Bulletin, we assess the rec...
During this episode, Ryan Weldon of IFM’s Debt Investments team in New York discusses the outcomes of the April US Federal Reserve (Fed) meeting, what the split votes and dissents mean for decision...
No one really expected the US Federal Reserve to move rates this week and the bank kept its target range at 3.5% – 3.75%. The main focus was on any debate within the committee and the scale of any...
The Fed held rates amid record dissent, signalling a shift away from an easing bias toward a higher for longer stance. As Powell prepares to pass the baton to the next Chair, his focus on credibili...
Investors are contemplating a wider range of potential macro outcomes and a fatter bearish left tail. We maintain a modest risk-on stance, including an equity overweight. In fixed income, we lean i...
Repositories are adapting in response to AI-generated content and junk science, leading some people to question how much moderation is too much.
Not all cash serves the same purpose. In this guide, Jeff Weaver explains how segmenting cash by time horizon and risk tolerance may improve liquidity management and enhance long‑term returns.
Explore how fixed income strategies can help strengthen European autonomy .
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