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Wednesday, February 2nd, 2022
A biweekly topical newsletter from CIO
Fixed-Income
A newsletter for institutional investors, spotlighting fixed income.
Newsmakers
El-Erian: Fed’s Powell Is Keeping Investors in the Dark
The chair of the central bank missed his chance to clarify its tightening plans, an economist laments.
In-Focus
How CLOs, Despite Seeming Risky, Got to Be So Popular
In a triumph for structured finance, these packages of junk loans have up to now confounded any perils.
Regulation
The Fed Isn’t Planning to Lift Rates High Enough, Says Summers
The central bank seems too timid to really dampen today’s high inflation, the former Treasury secretary warns.
News
Private Credit: Too Risky? Not for Asset Allocators
Moody’s takes a dim view of direct lending, but the asset’s safety record is pretty good.
Asset Allocation
Junk Bonds Will Return as Much as Stocks in 2022, Says Northern Trust
Outpaced last year, high yield is in solid shape at a time when stocks may come back to earth, the firm argues.  
Risk
Siegel: Fed Will Hike Rates Soon, Slamming Stocks
The longtime market bull warns that inflation will bring tighter policy and end the equities party.
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