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First Principles Quarterly - Spring 2015

05.17.2015
Topic First Principles Quarterly

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We are pleased to share the Spring 2015 edition of First Principles Quarterly.

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

For the Spring, we cover topics such as potential shocks to the municipal markets and the high yield market’s response to previous Fed rate hikes.

We invite your feedback and comments.

View the First Principles Quarterly – Spring 2015 (pdf)