Another Swing at the Plate

OpinioPro Selection
By March 7, 2019 11:03

Another Swing at the Plate

Global Macro Insights

In response to a surge in client questions we have fielded since our 2019 Outlook piece was published in early January, we are taking “another swing at the plate” to address four key issues where there appears to be the most investor interest/consternation. First, we see China’s desire to internalize its economy as a long-standing goal that accelerated after the Global Financial Crisis, not the election of Donald J. Trump. Second, despite all the headline noise in Europe, we continue to uncover multiple ways for private investors to drive both absolute and relative performance. Third, our work shows that we are at an inflection point in the U.S. fixed income markets, one that argues for shorter duration and more upfront yield against cash flowing collateral. Finally, we are advocating a more nimble approach to both public and private markets in 2019. Actively Managed Opportunistic Liquid Credit is certainly central to this call to arms, but our framework also extends clearly in the private markets as well.

OpinioPro Selection
By March 7, 2019 11:03

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