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| In "Secured Bank Loans: Another Arrow in the Bond Manager's Quiver," Andy Catalan makes the long-term case for including this growing asset class in the opportunity set of all portfolios permitting below-investment-grade credit -- and identifies a potential near-term opportunity as well. | | |
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| Jim Lukens and Karen Watters examine the looming problem of sub-prime ARMs resets and the plan proposed by Treasury Secretary Paulson to prevent a flood of foreclosures from overwhelming the US housing market and economy. | | |
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| Rip Reeves details the various risk and return measures that make taxable municipals attractive for inclusion in investment-grade bond portfolios, particularly those of insurance companies. | | |
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| Cathy Powers, Managing Director of Core Strategies, Asset Backed and Commercial Mortgage Research, addresses the troubling underwriting trends in the commercial mortgage market and the similarities we see between the sub-prime and commercial mortgage markets. | | |
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| Andrew Catalan, CFA, Director of Global Credit Research, examines the impact of private equity on the bond market. | | |
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| Kent Wosepka, Managing Director of Absolute Return and Core Plus Strategies, examines the Sub-Prime mortgage sector and the impact of recent events on the Market for 2007 and beyond. | | |
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| Seven months after the Fed’s last rate hike, Managing Director for Core Strategies, Cathy Powers, examines the factors contributing to an uncertain future - rate hikes vs. rate cuts. | | |
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| Maura Caporale, Senior Analyst for Corporate Bonds, examines the evolution of hybrid capital securities. | | |
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| Senior Portfolio Manager for Active Core Strategies Chris Pellegrino examines the seasonal effect producing strong mortgage performance. | | |
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| Todd Kniola, Senior Quantitative Analyst, explains how long duration swaps can assist plan sponsors in liability-driven investing. | | |
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| David Bowser, a senior member of the credit team, offers an in-depth look into Credit Default Swaps (CDS) and their use and benefits in fixed income management. | | |
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