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First Principles Quarterly - Winter 2016- 17


Compass with rope coil

We are pleased to share the Winter 2016-17 edition of First Principles Quarterly.

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

For the Winter edition, we cover topics such as market reactions to surprise outcomes domestically and abroad, expected performance of various asset classes in light of new regimes, tax and policy reform implications for investors, and where we expect to find value in coming months.

We invite your comments and questions.

View the First Principles Quarterly - Winter 2016- 17