Research
&
Insights

The Structural Case for Fixed Income in the Current Investment Environment.

The Fragile State of Liquidity in the Bond Market. Liquidity in fixed income is often overlooked, but it represents one of the biggest risks to the effective functioning of financial markets

Are the warning signs already here? A combination of slowing economic growth, rising interest rates and inflation may lead to increased pressure on prices and volatility in the private credit space

Adapting portfolios to a new economic landscape. The double-edged drop for stocks and bonds reflects a paradigm shift in markets where a long-dormant but critical dynamic has emerged: the risk of stagflation.

In this research note, our goal is to provide a broader context for the dislocations that have resulted while assessing new risks and the broader opportunity set for investors to seek excess returns as markets recalibrate.

One of our favorite traditions here at Wavelength. For considerations outside of the investment process, here are our predictions for 2022. We wish you great health, happiness, and luck in the year ahead.