Our core view is that income generation (carry) will replace price appreciation as the primary driver of total returns. With inflation settling at a “sticky” 3% and the term premium rising, we are positioning for a “higher-for-longer” paradigm. View more in our latest outlook.

  1. Duration Discipline – Play Defense, Stay Neutral
  2. The Quiet Winner – Agency MBS
  3. Credit Strategy – Fatten the Belly, Starve the Long End
  4. Securitized Markets – Idiosyncratic Alpha
  5. New Frontiers – EM Local Currency
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