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Standish CIO David Leduc sees opportunities in US corporate bonds, emerging market debt and high-quality structured finance in 2012, as growth rates diverge globally and political and policy risk hovers.
Alexander Kozhemiakin of Standish and Sean Fitzgibbon of TBCAM discuss the potential risk and return benefits of expanding country diversification in emerging markets investing by combining exposures to equity, bond and currency markets in a holistic approach.
The Standish Tax-Sensitive Fixed Income Team continues to see attractive opportunities in high-quality municipal bond issuers tied to essential services but caution that investors should be prepared for increased price volatility due to uncertainty over supply and demand issues.
Standish Chairman Emeritus Ted Ladd revisits what he considers to be the most egregious economic and financial myths since the financial crisis, which he argues are preventing us from arriving at effective policy solutions.
Standish Global Macro Strategist Tom Higgins warns that Europe will continue to be a major source of market volatility in coming months as investors realize that while the ECB's long-term refinancing operation provided much-needed liquidity, it did nothing to address the region's underlying solvency problems.