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NDR Fixed Income Allocation Strategy September 2024 Update

BY BRIAN SANBORN
The NDR Fixed Income Allocation Strategy, Positioning Update Read more →

C8 Weekly Bulletin: US Earnings and the Corporate Balance Sheet

BY JON WEBB
Amidst the US Q3 earnings season, this Bulletin takes a quick look at corporate debt dynamics - a particular focus as market repricing has substantially boosted returns from short-maturity corporate credit exposure. C8 platform rates products are very diverse, ranging from cross-asset allocation to direct bond investment portfolios based on the S&P iBoxx bond indices and targeting specific credit/duration risks. Read more →

Thoughts From The Divide: Particularly Fluid

BY JON WEBB
Now a week out from the Fed making it clear that the squeeze of lower growth isn’t worth the juice of bringing inflation back to (not toward, Jerry!) 2%, Mohamed El-Erian summed up the state of play nicely in a recent article for the FT. The Queens’ College president noted that, “It is not often that you see a reputable central bank revise up its inflation and growth projections and yet strengthen a dovish tilt to its policy stance. Yet that is what happened in Washington last week when the Federal Reserve raised those projections up a notch and yet delivered two consequential signals – a willingness to tolerate higher inflation for longer and an openness to slow the ongoing reduction in its balance sheet.” Read more →
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