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Lucette Yvernault
Article 3 min read

Generating excess returns with value investing in bonds

Generating excess returns with value investing in bonds

Lucette Yvernault + 1 other | 4 August 2021

Peter Khan
Blog 3 min read

Further Fed easing could create opportunities in credit

As the Fed eases, credit investors should prepare for widening spreads that offer better entry points, increasing their odds of producing excess returns.

Peter Khan | 17 October 2019

Forest Shultz
Blog 2 min read

China’s stimulus is working, but credit markets hold longer-term risks

The credit stimulus measures that China began last summer are starting to reach a critical mass, but transmission to the real economy remains patchy.

Forest Shultz + 4 others | 18 April 2019

Ian Samson
Blog 2 min read

EM outlook: Easier conditions, tougher growth

After a challenging end to last year, the start of 2019 has brought some tentative stability to emerging markets. But it is too early to issue the all-clear.

Ian Samson | 8 April 2019

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