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Value Returns to Fixed Income Markets(video) Value Returns to Fixed Income Markets Group CIO Dan Ivascyn discusses how the volatility of the past two years has set the stage for bonds to offer greater downside cushion and improved return potential ahead.
Mind the Supply: The Counterintuitive Impact of Higher Rates on U.S. Housing Mind the Supply: The Counterintuitive Impact of Higher Rates on U.S. Housing The dearth of homes for sale has underpinned the housing market’s surprising resilience and may further lift home prices despite reduced affordability.
Opportunities in Private Credit: Stepping In as Banks Step Out Opportunities in Private Credit: Stepping In as Banks Step Out As banks pull back from many types of lending, demand for capital is outpacing supply, providing the best potential opportunities in private credit since the GFC.