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Why Fixed-Income Still Matters
We believe fixed-income investments are an essential pillar of every successful long-term portfolio, regardless of the current market environment.
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Allow Us to Express Our Gratitude
... to our clients, for helping us become a 2020 Greenwich Quality Leader in U.S. Institutional Investment Management Service.
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Analyzing ESG and Bond Portfolio Performance
Using Machine LearningRobert Gingrich and Jian Sun present the results of a Firm study that used machine learning models to investigate the relationship between ESG ratings and subsequent bond returns.
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LDI in a Low-Yield Environment
Michael Bazdarich provides valuable insight regarding how today’s low yields relate to liability-driven investing (LDI) for defined benefit pension plans.
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The Advantages of Agency Mortgage-Backed Securities
Ion Dan and Elliott Neumayer discuss the important role agency MBS can play in investors’ overall fixed-income portfolios.
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2Q21 Global Credit Monitor
Access our latest holistic assessments of fixed-income across the entirety of the global credit markets, including COVID-19 impacts by industry.
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Will Inflation Finally Turn Up This Year?
Michael Bazdarich takes a deep dive explaining the confluence of conditions we believe must be present before we see a sustained rise in inflation.
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Why Fixed-Income Still Matters
We believe fixed-income investments are an essential pillar of every successful long-term portfolio, regardless of the current market environment.
Discover the Five Key Reasons
May 17, 2021
MARKETS
May 14, 2021
ECONOMY
May 13, 2021
MARKETS
Madrid’s Election—Thoughts and Investment Considerations
This month’s regional election in Madrid attracted a reasonable amount of attention, which provides an opportunity for us to share our thoughts, to explain both why we think the national impact is limited and the reasons why our investment view remains intact.
