Brian Giuliano of Brandywine Global says a multi-sector strategy is a good way to take advantage of opportunities without taking excess risk
Net interest margins tight, loan growth weak in first quarter, DBRS says
Monetary policy uncertainty, geopolitical, cybersecurity risks abound, report says
Sovereign ratings drive bulk of positive rating action
Short-term strength overshadowed by rising rate uncertainty
Downgrades outnumber upgrades, led by weakness in corporate junk
Robust investment banking revenues to drive improved earnings
Debt markets post record first quarter while U.S. leads equity-offering rebound
Highly-indebted countries could face a negative feedback loop
Rising defaults a symptom, not the cause, of macro stress, Moody's finds