Election 2020: Polls, policies and market impacts
Markets are squarely focused on the outcome of the upcoming U.S. election, which poses significant uncertainty for equity markets and interest rates.
LIBOR reform: From theoretical to tactical
LIBOR is set to be replaced as the benchmark overnight interest rate by the end of 2021. As it draws near, we look at the potential ramifications for the overnight lending market.
The traditional “40” is broken
Declining rates have left the traditional “40” struggling. Investors need to find ways to fix their fixed income allocation by seeking alternative sources of income, return and diversification.
The implications of a rising default rate
Many cite the coming wave of defaults as cause for concern, but history tells us otherwise
Energy infrastructure: Valuations low, fundamentals sound
Why midstream may be an attractive space in today’s expensive market.
The calm before the (next) storm?
Options markets suggest investors shouldn’t forget about defensive investments.
