Around the Curve

Head of Global Macro Strategy Paul Mielczarski and SVP – Investment Specialist Katie Klingensmith take a look at the inflation picture and policy outlook.

Portfolio Manager Bill Zox and SVP-Investment Specialist Katie Klingensmith discuss the factors supporting opportunities in U.S. and global high yield, despite tight current spreads.

Portfolio Manager Anujeet Sareen and SVP-Investment Specialist Katie Klingensmith discuss whether U.S. dollar strength may continue and how that outlook could impact other currencies.

Portfolio Manager Brian Kloss and SVP-Investment Specialist Katie Klingensmith discuss the support for global multi-sector fixed income, including diversification and total return potential.

Our experts see plenty to like in credit markets. But dexterity and patience are key to finding opportunities and avoiding risks.

Head of Global Macro Strategy Paul Mielczarski and Senior Vice President - Investment Specialist Katie Klingensmith discuss the macroeconomic outlook and fixed income positioning.

Director of Global Macro Research Francis Scotland and Senior Vice President – Investment Specialist Katie Klingensmith discuss the macroeconomic outlook and opportunities in fixed income.

Portfolio Manager Senior Research Analyst Carol Lye and Senior Vice President – Investment Specialist Katie Klingensmith discuss the factors impacting Asian bonds and currencies.

Inside the U.S., a narrow group of stocks has led performance this year. Elsewhere, there is a world of opportunity with high quality stocks trading at compelling valuations.

Our experts review how the macroeconomic outlook could impact credit spreads and defaults, and why watching equities and private credit may give clues to what comes next for corporate bonds.