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

Credit Crunch: Principal’s Goosay on Credit R...

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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

Macro Matters: Invesco’s Brignac on Liquidity, Fed Balance Sheet

With the change in leadership at the Federal Reserve, investors are paying greater-than-usual attention to the outlook for short-term funding markets, money-market funds and the central bank’s balance sheet. Laurie Brignac, head of global liquidity at Invesco, joins Bloomberg Int ...  Show more

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