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Fixed Income Insights
Weekly Fixed Income Commentary: Hawkish Fed rhetoric boosts Treasury yields
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U.S. Treasury yields rose after hawkish comments from U.S. Federal Reserve officials.
Market Outlooks
Weekly Investment Commentary: Commercial real estate not vacant of opportunity
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Under the microscope, not under the bus. This spring’s banking sector turmoil has investors casting a wary eye on commercial mortgage-backed securities (CMBS).
Market Outlooks
Global Weekly Commentary: Public or private? A strategic question
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The banking tumult has reshaped opportunities for income: We now favor private over public credit on a strategic horizon of five years and longer.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise, despite slowing inflation
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U.S. Treasury yields rose despite improved U.S. inflation data, as expectations for more persistent inflation picked up.
Market Outlooks
The risk of too much consensus
A Q&A with Seema Shah, post-2023 Milken Global Conference