Muni SMA Juggernaut Gives Their Take on How 2023 Shapes Up: Masters of the Muniverse

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Credit Crunch: Principal’s Goosay on Credit Relative Value Setup

“We’ve gotten a little addicted post-2008 to the Fed guiding us,” says Michael Goosay, CIO and global head of fixed income for Principal Asset Management. “I’ve been doing this a very long time to remember when... we kind of had to guess at what the Fed did.” In this episode of t ...  Show more

EM Lens: GMO’s Courmes Steers EM Local Bond Bulls

Emerging market local-currency government debt deserves a prominent place in global fixed income portfolios, as economic fundamentals remain resilient and the US dollar remains rich. Victoria Courmes, portfolio manager on GMO’s emerging country debt team, joins Damian Sassower, B ...  Show more

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