◀ The Principal Blog

Clearing up Confusion on Unconstrained Bond Strategies (Video)



Over the last two weeks we’ve seen articles published in FundFire and Citywire questioning the value and effectiveness of unconstrained fixed income. Here are my thoughts on how to think about these strategies – what’s the advantage, why they have underperformed investor expectations, and…

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China: Which Direction for the Yuan?



I’ve recently had some conversations on the idea that China is intentionally weakening their currency, the yuan (aka the RMB), in an effort to put some support under economic growth that’s slowing down. It’s an interesting argument, but my personal take is that while China’s happy to…

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