Macro Markets Podcast Episode 16: Fed Watch: A Deep Dive into 75 - Media Thumbnail

Macro Markets Podcast Episode 16: Fed Watch: A Deep Dive into 75

June 23, 2022
Recession ‘Inevitable’ as the Fed Fights Inflation - Media Thumbnail

Recession ‘Inevitable’ as the Fed Fights Inflation

June 15, 2022
Macro Markets Podcast Episode 15: Mid-Term Election Markets, Currencies, the Neutral Rate - Media Thumbnail

Macro Markets Podcast Episode 15: Mid-Term Election Markets, Currencies, the Neutral Rate

June 09, 2022
Macro Markets Podcast Episode 14: FOMC Minutes and Listener Mail - Media Thumbnail

Macro Markets Podcast Episode 14: FOMC Minutes and Listener Mail

May 26, 2022
Dispatch from Davos: What’s Next for Crypto and Fed Policy - Media Thumbnail

Dispatch from Davos: What’s Next for Crypto and Fed Policy

May 25, 2022

"Bear Markets Don’t End at Fair Value"

May 23, 2022
The Retreat From Globalization Offers Peril and Promise - Media Thumbnail

The Retreat From Globalization Offers Peril and Promise

May 19, 2022
“A Season of Pain” - Media Thumbnail

“A Season of Pain”

May 18, 2022
Macro Markets Podcast Episode 13: The Fed, Credit Quality, and Bank Loans - Media Thumbnail

Macro Markets Podcast Episode 13: The Fed, Credit Quality, and Bank Loans

May 12, 2022
Fed Starts Its Inflation Fight - Media Thumbnail

Fed Starts Its Inflation Fight

May 04, 2022
“Did the Fed Screw Up?” - Media Thumbnail

“Did the Fed Screw Up?”

May 02, 2022
Macro Markets Podcast Episode 12: Muni Market Update - Media Thumbnail

Macro Markets Podcast Episode 12: Muni Market Update

April 28, 2022
Macro Markets Podcast Episode 11: The ABCs of ABS - Media Thumbnail

Macro Markets Podcast Episode 11: The ABCs of ABS

April 14, 2022

"Are You a Trader or Are You An Investor?"

April 12, 2022
Macro Markets Podcast Episode 10: The Case for Bonds Now - Media Thumbnail

Macro Markets Podcast Episode 10: The Case for Bonds Now

March 31, 2022
Macro Markets Podcast Episode 9: The Fed, Ukraine, and More  - Media Thumbnail

Macro Markets Podcast Episode 9: The Fed, Ukraine, and More 

March 18, 2022
Reading the Fed as Liftoff Begins - Media Thumbnail

Reading the Fed as Liftoff Begins

March 16, 2022
2022 Outlook After a Shocking Start for Markets - Media Thumbnail

2022 Outlook After a Shocking Start for Markets

March 14, 2022
First Quarter 2022 Market Outlook - Media Thumbnail

First Quarter 2022 Market Outlook

March 08, 2022
Macro Markets Podcast: Episode #8 - Media Thumbnail

Macro Markets Podcast: Episode #8

March 02, 2022
Macro Markets Podcast: Episode #7 - Media Thumbnail

Macro Markets Podcast: Episode #7

February 16, 2022
Macro Markets Podcast: Episode #6 - Media Thumbnail

Macro Markets Podcast: Episode #6

February 03, 2022
“Formula for Disaster” - Media Thumbnail

“Formula for Disaster”

January 26, 2022
Macro Markets Podcast: Episode #5 - Media Thumbnail

Macro Markets Podcast: Episode #5

January 19, 2022
The Fed Delivers What the Market Expected - Media Thumbnail

The Fed Delivers What the Market Expected

December 15, 2021
Macro Markets Podcast: Episode #4 - Media Thumbnail

Macro Markets Podcast: Episode #4

December 15, 2021
Positioning for an Inflationary Boom - Media Thumbnail

Positioning for an Inflationary Boom

December 08, 2021
“Something Structurally Different About This Expansion” - Media Thumbnail

“Something Structurally Different About This Expansion”

December 02, 2021
“Bull Markets Climb a Wall of Worry” - Media Thumbnail

“Bull Markets Climb a Wall of Worry”

October 19, 2021
The Challenge With Valuing Crypto - Media Thumbnail

The Challenge With Valuing Crypto

October 19, 2021
Higher Stocks, Lower Bonds, and a Pricey Christmas - Media Thumbnail

Higher Stocks, Lower Bonds, and a Pricey Christmas

October 18, 2021
Confessions of an Active Fixed-Income Manager: Risk and Relative Value - Media Thumbnail

Confessions of an Active Fixed-Income Manager: Risk and Relative Value

September 29, 2021
Third Quarter 2021 Market Outlook - Media Thumbnail

Third Quarter 2021 Market Outlook

September 28, 2021
Context for China’s Developing Real-Estate Crisis - Media Thumbnail

Context for China’s Developing Real-Estate Crisis

September 21, 2021
COVID Delta Variant Poses Risks for Investors - Media Thumbnail

COVID Delta Variant Poses Risks for Investors

July 30, 2021
Fed Day: Staying the Course…for Now - Media Thumbnail

Fed Day: Staying the Course…for Now

July 28, 2021
Midyear 2021 Outlook - Media Thumbnail

Midyear 2021 Outlook

July 13, 2021

"It Couldn’t Get Any Better"

July 09, 2021
First Quarter 2021 Fixed-Income Outlook - Media Thumbnail

First Quarter 2021 Fixed-Income Outlook

March 11, 2021
Macroeconomic and Credit Market Update - Media Thumbnail

Macroeconomic and Credit Market Update

December 07, 2020
The Long Road to Recovery - Media Thumbnail

The Long Road to Recovery

October 15, 2020
Third Quarter 2020 Outlook - Media Thumbnail

Third Quarter 2020 Outlook

September 09, 2020
The Coronavirus Threatens the Global Economy - Media Thumbnail

The Coronavirus Threatens the Global Economy

February 13, 2020
Macro Themes for 2020 - Media Thumbnail

Macro Themes for 2020

January 22, 2020
The Importance of Attracting and Retaining Women in Asset Management - Media Thumbnail

The Importance of Attracting and Retaining Women in Asset Management

January 22, 2020
Davos 2020 - Integrating Social Impact Standards - Media Thumbnail

Davos 2020 - Integrating Social Impact Standards

January 20, 2020
Davos 2020 - Reconsidering Measures of Value - Media Thumbnail

Davos 2020 - Reconsidering Measures of Value

January 20, 2020
Davos 2020 - The View From the Top - Media Thumbnail

Davos 2020 - The View From the Top

January 20, 2020
The Transition Away from Libor - Media Thumbnail

The Transition Away from Libor

December 12, 2019
Casualties of the Trade War - Media Thumbnail

Casualties of the Trade War

October 18, 2019
Third Quarter 2019 Fixed-Income Outlook - Media Thumbnail

Third Quarter 2019 Fixed-Income Outlook

August 22, 2019
It’s Called Core-Plus for a Reason - Media Thumbnail

It’s Called Core-Plus for a Reason

June 19, 2019
Tools for Forecasting the Next Recession - Media Thumbnail

Tools for Forecasting the Next Recession

June 04, 2019
First Quarter 2019 Fixed-Income Outlook - Media Thumbnail

First Quarter 2019 Fixed-Income Outlook

March 07, 2019
Hazards of the Next Two Years Part 5: Navigating Your Portfolio - Media Thumbnail

Hazards of the Next Two Years Part 5: Navigating Your Portfolio

August 15, 2018
Hazards of the Next Two Years Part 4: The Pig in the Python - Media Thumbnail

Hazards of the Next Two Years Part 4: The Pig in the Python

August 15, 2018
Hazards of the Next Two Years Part 3: Oil and Geopolitical Risk - Media Thumbnail

Hazards of the Next Two Years Part 3: Oil and Geopolitical Risk

August 15, 2018
Hazards of the Next Two Years Part 2: Crowding Out - Media Thumbnail

Hazards of the Next Two Years Part 2: Crowding Out

August 15, 2018
Hazards of the Next Two Years Part 1: Credit Cycle Downturn - Media Thumbnail

Hazards of the Next Two Years Part 1: Credit Cycle Downturn

August 15, 2018
The Sustainable Development Quotient - Media Thumbnail

The Sustainable Development Quotient

April 26, 2018
High-Yield and Bank Loan Outlook: Be Wary of Eroding Investor Protections - Media Thumbnail

High-Yield and Bank Loan Outlook: Be Wary of Eroding Investor Protections

February 01, 2018
Forecasting the Next Recession - Media Thumbnail

Forecasting the Next Recession

February 01, 2018
Macro Themes to Watch in 2018 - Media Thumbnail

Macro Themes to Watch in 2018

February 01, 2018
Solving the Core Fixed-Income Conundrum - Media Thumbnail

Solving the Core Fixed-Income Conundrum

July 21, 2017
Strategies for a Low-Yield Environment - Media Thumbnail

Strategies for a Low-Yield Environment

October 04, 2016
Fixed-Income Investment Process: Sector Teams - Media Thumbnail

Fixed-Income Investment Process: Sector Teams

October 03, 2016
Fixed-Income Investment Process: Portfolio Management - Media Thumbnail

Fixed-Income Investment Process: Portfolio Management

October 03, 2016
Fixed-Income Investment Process: Portfolio Construction - Media Thumbnail

Fixed-Income Investment Process: Portfolio Construction

October 03, 2016
Fixed-Income Investment Process: Macroeconomic Research - Media Thumbnail

Fixed-Income Investment Process: Macroeconomic Research

October 03, 2016
Fixed-Income Investment Process - Media Thumbnail

Fixed-Income Investment Process

October 03, 2016
Fixed-Income Investment Philosophy - Media Thumbnail

Fixed-Income Investment Philosophy

October 03, 2016