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Weakness in the U.S. economy leaves it vulnerable to shocks. We think the Fed will respond with additional easing this year.
Group CIO Dan Ivascyn discusses the risks and opportunities in emerging markets and where investors can find high conviction ideas globally.
Markets can prove interesting when the price of liquidity abruptly increases and high yield is no longer the highest-yielding investment.
Attacks and outages could add to the longer-term geopolitical risk premium in oil prices.
This year, in Paris, we were excited to participate as an industry expert and to engage with attendees on ESG (environmental, social, and governance) investing in fixed income.