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In his midyear update, Henry H. McVey discusses how policy shifts across the globe – particularly a reliance on more government support across a number of issues – have skewed from disinflation towards reflation. Against this backdrop, his message to investors is to get long pricing power and collateral-based cash flows.
Dial M for Market
The undeniable yearn and search for yield remains constant within credit markets. As we detail in our latest quarterly Credit letter, the “New Active” approach--an extremely hands-on, pro...Read more