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First Principles Quarterly - Spring 2017


Compass with rope coil

We are pleased to share the Spring 2017 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 edition, we cover topics including, but not limited to: waning market conviction in the ‘reflation narrative,’ divergent ‘soft’ and ‘hard’ economic indicators’ impact on an increasingly hawkish Fed, our view on the next “Big Short,” and generally where we expect to find value in coming months. 

We invite your comments and questions.

View the First Principles Quarterly - Spring 2017