Thursday, May 5th, 2022 A biweekly topical newsletter from CIO Fixed-Income A newsletter for institutional investors, spotlighting fixed income. SPONSORED AD Asset Allocation Why Former Bond King Bill Gross Says Treasury Yields Will Double High inflation won’t abate soon, he says in new book, which also covers his ill-starred history after PIMCO. Risk What Big Inflows into an ETF Tell Us About Bonds Yes, long yields are heading up, and an inverted curve is less likely, say strategists. Asset Allocation Bonds Stink as a Refuge From Stocks, but BlackRock Sees a Work-Around The firm makes a case for TIPS and Chinese government paper, as alternatives. 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 10-Year Treasury Yield Moves Higher The benchmark nears 2% amid coming Fed hikes and surging inflation. 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. Did someone forward you this newsletter? Sign up here to get Chief Investment Officer Spotlight directly in your mailbox!

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