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White Papers

Revisiting the Global Credit Cycle

Find out how a new, pro-growth U.S. administration and rising global political risks could affect the current credit cycle. Specifically: 1) How regulatory and tax policy changes could accelerate the credit cycle; 2) Why an accelerated cycle and renewed investor optimism may sow the seeds of the next U.S. recession in three to five years; and 3) Why the current market climate calls for increased attention to tail risk in fixed income portfolio construction.

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All white papers posted were created by the listed authors who are solely responsible for the research, finding and all materials contained therein. Pensions & Investments has not verified or edited the materials (other than for length and style) and does not necessarily agree or disagree with the analysis and positions expressed by the authors. Reference to any company, product or service does not imply recommendation or sponsorship by Pensions & Investments.

For more information on submitting a white paper, please contact Richard Scanlon at rscanlon@pionline.com or 212-210-0157.