In this Spotlight guide, we hear from Mike Gitlin, Head of Fixed Income at Capital Group, on the prospects for this year and how fixed income investors might cautiously start to take on more risk.
This LDI Watch looks at the LDI crisis and the importance of choosing the right LDI manager - highlighting the actions individual managers took, and the consequential implications for pension schemes....
MFS Chief Economist Erik Weisman suspects the next business cycle will feature a bit more growth, a little more inflation and Main Street beating out Wall Street.
Tina Fong looks at the concern of inflation on companies as is recession. The last time managements were talking this much about recession - they were in one.