Yield Curve Outlook: Positioning for the Next Easing Cycle
We expect a steepening bias over the second half as inflation prints moderate.
Insights
Market commentary, research notes and quarterly investment letters.
Corporate Bond Issuance — Quality Over Quantity
Discipline in primary market participation continues to protect downside.
Pension Funds and the Long Duration Question
Asset-liability matching is reshaping mandate design across the industry.
Sub-Sovereign Credit: A Maturing Asset Class
A note on liquidity, structure and pricing in sub-national debt.