Fixed income
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At 2%, a little inflation goes a long way
With inflation finally ticking up to 2%, will the Fed start hiking rates at a more aggressive pace? We take a closer look.
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The case for emerging-market debt
Once a tactical allocation for investors with high risk tolerances, emerging-market debt today is a changed landscape. See why we think it has a role to play in a range of portfolios.
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How low can they go? Weighing the outlook for credit spreads after tax reform
Corporate bond valuations are already tight. With companies poised to reap the benefits of tax reform, can credit spreads get even tighter? Take a closer look.
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Bond market turbulence: putting the recent volatility in context
Long-term yields are up sharply in recent days. We take a closer look at what’s been driving that volatility and what may be in store over the near term.
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Flexible is the new core: fixed-income investing for the next 30 years
With interest rates on the rise, investors may be in for a rude awakening when they discover how much risk they're taking in their core bond allocations. See why we believe a flexible approach is better suited to today's markets.
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Emerging-market debt or equity? Exploring a tale of two markets
When it comes to emerging markets, are stocks or bonds the better buy? We take a closer look at the merits of these surprisingly different markets.
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Avoiding another taper tantrum: why a cautious stance on agency MBS may be warranted
The U.S. Federal Reserve is the single largest buyer of agency mortgage-backed securities in the market today. We take a closer look at what could happen when that trend changes course.
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Today's macro risks in emerging markets look relatively benign
The macro risks in today's global economy are mostly tied to developed economies. Here's why emerging markets look comparatively attractive.
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The credit cycle still has room to run
Eight years into the current credit cycle, some market watchers are growing skeptical over whether the trend can continue. We believe the fundamentals suggest it can, and selective investors stand to benefit.
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Hedging downside risks after high yield's big run
Our network is growing more cautious on high-yield bonds after their recent rally. See why investment-grade corporate debt can help offset some of the risks.
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