CEO and Head of Investment Strategies, David Eichhorn, spoke with Pensions & Investments, sharing his views on some of today’s most pressing topics for institutional investors. David makes the case for why the “Sell America” narrative is overdone and offers his longstanding perspective on pension risk transfers. He also digs into the economics of leverage in private credit and NISA’s approach to derivative overlays and portable alpha. A wide-ranging and insightful read for anyone focused on fixed income and institutional risk management.
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