Fixed Income

Creating an Efficient Frontier With Emerging Debt

Jared Lou, CFA
Emerging Markets Debt

One of the most efficient ways to increase the potential return of your fixed-income portfolio, we believe, is to increase your allocation to emerging markets (EM) debt. The Challenge for Fixed-Income Investors As core rates...

2021: Rising Yields, Solid Earnings

Olga Bitel, Partner
Global Equity

Economic growth this year is likely to be strongest in decades, but the implications of this growth are hotly debated. In the fixed-income markets, we see nominal yields rising even if inflation does not accelerate...

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