Blog Finding Opportunity Across Sectors Group CIO Dan Ivascyn discusses the outlook for fixed income markets and why we think private credit is a powerful opportunity.
CIO Dan Ivascyn discusses the outlook for fixed income markets and why we think private credit is a powerful opportunity. For an extended discussion of our base case view for recovery and risk assets, please watch, ”Reason for Optimism,” with Group CIO Dan Ivascyn. WATCH
Blog Cyclical Outlook Key Takeaways: Strained Markets, Strong Bonds High quality fixed income investments can help center portfolios while offering attractive yield potential amid a likely recession in 2023.
Cyclical outlook Strained Markets, Strong Bonds Resilient assets with attractive yields can help portfolios stay centered in 2023, when we expect inflation to moderate, central bank policy to steady, and a recession to take hold.
Blog Higher Bond Yields Can Be Fundamental to a Recession Investing Playbook How we’re thinking about investing against a backdrop of inflation uncertainty, geopolitical tension, and likely recession.