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First Principles Quarterly - Fall 2016


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We are pleased to share the Fall 2016 edition of the First Principles Quarterly.

First Principles Quarterly ("FPQ") captures our portfolio management team's insights across the global fixed income markets.

For the Fall, we cover topics such as global central banks' impact across asset classes, money market reform influence on short-term rates, Japanese purchasing in the MBS market, and fundamentals vs technicals in credit.

We invite your comments and questions.

View the First Principles Quarterly - Fall 2016