From Low Ranger to High Plains Drifter

Private credit has grown rapidly over the past decade, prompting many investors to revisit how public and private credit can work together in modern portfolios. In this podcast, we explore how this shift may be changing the way multi‑asset portfolios are constructed and managed. ...  Afficher plus

Private asset-based finance (ABF) is the catch-all of credit markets—a diverse and complex segment offering a wide range of investment opportunities. In this follow-up to our previous ABF discussion, we delve deeper into the asset class and what it takes to be successful from ori ...  Afficher plus

As short-term bond yields continue to rise, what impact does this comparatively high yield have on the broader market?

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Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief Cross-Asset Strategist for Morgan Stanley ...

While the possibility of a yield curve inversion in the U.S. has news outlets and investors wondering if a recession is on the way, there’s more to the story that should put minds at ease.

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Welcome to Thoughts on the Market ...

Exchange-traded fund managers have seen massive inflows into fixed-income ETFs in recent months. As the dust settles from the bond market’s worst year on record, ETFs focused on safe and simple Treasuries have attracted the bulk of the money. Stephen Laipply, the US head of fixed ...  Afficher plus

With investors becoming pervasively bearish on stocks and bonds in the face of a worsening growth outlook, can the U.S. investment grade credit market provide shelter from the storm?

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Welcome to Thoughts on the Market. I ...