The early movers are leaving the credit party
During the early stages of the reach for yield process, credit market exposure was the wise choice. Now that we’re closer to the end, it’s more questionable.
Just how defensive is your portfolio really?
In this Livewire Exclusive video, Gopi Karunakaran urges investors to question just how defensive their portfolios really are.
A vicious cycle to a contagious virus
We’re normally circumspect about the “EM contagion” narrative as it usually ends up being more headline noise than substance, but this time we’re paying closer attention
Investment Grade Credit Relative Value
Investment grade (IG) credit has been one of the worst performing asset classes so far this year, and its largest segment – USD IG credit – has been the worst hit.