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First Principles Quarterly - Winter 2015-16


Compass with rope coil

We are pleased to share the Winter 2015-16 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, we cover topics such as the safe haven status of the municipal markets, turning points in the credit cycle, and auto-backed ABS credit performance.
We invite your comments and questions.

View the First Principles Quarterly - Winter 2015-16(PDF)