Asset Allocation
Why Jeffrey Gundlach Thinks the Dollar Is ‘Doomed’
Federal and US trade deficits will eventually do a number on the greenback, says the Bond King.
Tag: currency
Asset Management Culture
How Asset Owners Can Integrate ESG into Fixed Income
Greater data in the asset class will go a long way, says a Willis Towers Watson report.
Alternatives
Credit Investments to Watch: Private Credit, Securitized Credit, and Alpha-Oriented Mandates
Asset owners should dig their heels into renewables financing, bank capital relief trades, and other less ‘vanilla’ strategies, says Willis Towers Watson.
Risk
Liquidity Woes Have Abated, But Don’t Get Too Comfy, JPM Says
After the March freak-out, when even selling a Treasury was tough, a shaky equilibrium prevails.
Asset Allocation
The Dollar Will Keep Falling, UBS Predicts
Falling rates, political tensions, and less virus fear are the reasons, the Swiss bank’s CIO says.
Asset Management Culture
Norges Bank Draws Down Oil Revenues to Ease Coronavirus Impact
Norway’s central bank is ramping up spending amid greater calls from the government for a stimulus package.
Opinion
Opinion: Field of Dummies and The Greater Fool Theory
A simple solution to the FiX we are all in.
Listening To The Greenback
Investors are increasingly looking overseas to put their dollars to work. But the dollar itself refuses to cooperate.