Brian Smedley

Third Quarter 2020 Outlook

Webcast Replay: Finding Opportunities in an Era of Recrimination

Webinar Replay: Macroeconomic Outlook – Staring into the Abyss

Macro Themes for 2020

Fourth Quarter 2019 Fixed-Income Outlook

The Transition Away from Libor

Setting the Stage for the Coming Recession

Casualties of the Trade War

Q2 2019 Fixed-Income Outlook: Managing While Risk Premia Shrink

Fixed-Income Outlook: Tail Risks Are Getting Fatter

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

Hazards of the Next Two Years Part 2: Crowding Out

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

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

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