◀ The Principal Blog

Posts tagged ‘CREDIT’

Where to find strategic relative value in Q3



As I look at the macro environment in the third quarter, I see a coasting global recovery of solid stable growth. Subdued inflationary pressures mean that monetary policy will be tightened only gradually, and this will support risk taking. In the current environment, I prefer equities over fixed…

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Looking Forward in Fixed Income



On the last day of the Milken Global Conference, a panel of asset managers representing practically the full spectrum of investable asset classes took to the stage in a discussion called “Reading the Tea Leaves: Where are Markets Headed?” And while the panelists discussed commercial real estate…

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