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In this episode of All the Credit®, we explore the catalysts of recent market turbulence and outline the challenges posed to fixed income investors.
This episode of All the Credit® explores the role of liability management in global credit markets in our new sub-series, Credit Markets in Transition.
This episode of All the Credit® highlights liability-driven strategies in our new sub-series, Credit Markets in Transition.
This episode of All the Credit® kicks off our new sub-series, Credit Markets in Transition, with an in-depth look at the rapidly growing asset-based finance sector.
In this episode, we weigh possible growth scenarios for China, the impacts of tariffs, private sector confidence, and property sector challenges.
This episode explores the complexities surrounding the demand for power generation driven in part by AI advancements and data centers.
This episode highlights the outlook of crude oil, exploring supply-demand dynamics, geopolitical risks, and potential impacts from the 2024 U.S. election.
This episode dives into the latest election outcomes in both developed and emerging nations and the impact of these elections on fiscal deficits.
Explore the impact of higher inflation on bonds, the potential for rate cuts in the US and Eurozone, and the relative attractiveness of bonds as an investment.
Listen for our scenario-based approach, investment views, the fixed income opportunity set we see ahead, and what it means for us as we construct portfolios.
Let us help you navigate today's complex market environment.