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Preparation Seizes Opportunity — Higher Accruals Set the Pace

Looking ahead to the year 2023, the MacKay Municipal Managers team provides their top 5 market insights on the year to come. 

 

Preparation Seizes Opportunity — Higher Accruals Set the Pace

Looking ahead to the year 2023, the MacKay Municipal Managers team provides their top 5 market insights on the year to come. 

 

Recession, Resiliency, and Risks

In his 2023 outlook, our senior macroeconomist Steve Friedman gives his perspective on a possible recession in 2023, what the path for a soft landing would look like, consumer stress, and more.

 

Find Enduring Value in High Yield

Andrew Susser, Head of High Yield, discusses the challenges faced in 2022, the unseen risks that may present itself in 2023, and shares how he thinks about building client portfolios using a bottom-up approach while thinking of an impending recession.

 

Find Enduring Value in High Yield

Andrew Susser, Head of High Yield, discusses the challenges faced in 2022, the unseen risks that may present itself in 2023, and shares how he thinks about building client portfolios using a bottom-up approach while thinking of an impending recession.



 

Return of the Bond

Neil Moriarty, Co-Head of Global Fixed Income, reflects on 2022 and discusses where the opportunity may lie in 2023, and what they feel the Fed’s “stepping down” on interest rate increases means for the bond market.

 

Downgrades, Defaults and Regional Allocations

Michael DePalma and Cameron White on the Global Credit team share their outlook for the Global Credit market, their observations on downgrades and defaults in the next year, and how they think about regional allocations in 2023.

 

Downgrades, Defaults and Regional Allocations

Michael DePalma and Cameron White on the Global Credit team share their outlook for the Global Credit market, their observations on downgrades and defaults in the next year, and how they think about regional allocations in 2023.

Countries of Interest, Trends and Regional Outlooks

In the team’s 2023 outlook, Philip Fielding and Valentina Chen, Co-Heads of Emerging Market Debt team gives their insights to what countries and sectors look the most attractive to them in the coming year and where they see the asset class heading.

 

Issuance, Interest Rates, and Investment Process

Edward Silverstein, Head of Convertibles, gives their outlook on convertibles as an asset class in 2023, their investment process, and more.

 

Issuance, Interest Rates, and Investment Process

Edward Silverstein, Head of Convertibles, gives their outlook on convertibles as an asset class in 2023, their investment process, and more.