Countering the Recession Narrative
Portfolio Manager Bruce Monrad makes a counterpoint to some of the mainstream ideas stoking recession fears in today's markets.
Credit Markets Update
Portfolio manager Bruce Monrad recaps recent credit market developments and why a "Higher For Longer" scenario will continue.
Good(s) News in 2024
For the first time in 16 months, the ISM Manufacturing Purchasing Managers Index (PMI) is back in expansionary territory. Hear how a rebound in goods could boost GDP and how that's good news for High Yield.