With inflation data muddied, rate cuts uncertain and private credit facing tougher tests, money managers say the next year will reward investors who get specific—about curve, structure and currency.
As the Fed prepares to lower short-term rates, the T-note confounds predictions due to its recent volatility.
Washington dysfunction, fear of the Fed and a host of other anxieties haunt the markets.
The Pensions Regulator and the Financial Conduct Authority aim to prepare LDI investors for future volatility.
The hedge fund honcho, who also has had his duds, combines a composed demeanor under fire and an appetite for enormous risk.
Longtime CIO Tony Waskiewicz shares two ‘credit plays’ to consider during this volatile market.
Despite expected Fed inaction next year, a strong economy will lift interest rates, the firm forecasts.
Goldman strategist notes rise of short-term rates and projects a 3.6% 10-year Treasury.
Fixed income Investors need to be mindful of different market dynamics this time around.