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Policy and Regulatory Commentary
In First 100 Days, Biden Maps Big Changes to Economy
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The technology, health care, industrials, and utilities sectors could be impacted by Biden's legislative agenda.
Fixed Income Insights
Views on the Dynamic Post-Pandemic Trading Environment
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Our global fixed income trading team provides valuable insights that inform the positioning in our fixed income portfolios.
Fixed Income Insights
An Early Spring Awakening in Munis
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Turbulence for municipals may present opportunities, and we believe that credit research is of increasing importance.
Fixed Income Insights
Fed Moves to Average Inflation Targeting
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Fed policymakers will not tighten monetary policy until inflation remains above 2% and job gains are robust.
Policy and Regulatory Commentary
Potential Winners and Losers From Bidens Climate
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Biden's climate policies aim to create jobs, modernize critical infrastructure, and support the greening of U.S. industry.
Fixed Income Insights
Attractive Yields, Slowing Bank Loan Downgrades Support CLOs
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Lower CLO issuance and slowing loan downgrades, along with some attractive yields, have produced value in certain CLOs.