A new Fed chair? Weighing the options for a change in leadership
September 2017 | Video

Overview

VIDEO: Senior Portfolio Manager Howard C. Greene, CFA, takes a closer look at what a possible Janet Yellen retirement could mean for the bond markets.



Avoiding another taper tantrum: why a cautious stance on agency MBS may be warranted
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Avoiding another taper tantrum: why a cautious stance on agency MBS may be warranted

June 2017

The U.S. Federal Reserve is the single largest buyer of agency mortgage-backed securities in the market today. We take a closer look at what could happen when that trend changes course.

Debt or equity? In emerging economies, it’s been a tale of two markets
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Debt or equity? In emerging economies, it’s been a tale of two markets

September 2017

When it comes to emerging markets, many investors think of the space as a high-risk, high-return asset class. But there are important differences between debt and equities, and the former need not be reserved for the adventurous of heart. Stone Harbor Investment Partners' James E. Craige, CFA, takes a closer look.

Flexible is the new core: fixed-income investing for the next 30 years
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Flexible is the new core: fixed-income investing for the next 30 years

September 2017

After an epic bull market for core bonds, investors have been rethinking their fixed-income allocations going forward—and for good reason. This paper explores how more flexible mandates can harness those drivers of bond performance that aren’t dependent on changes in interest rates to generate returns.




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