Category: NISA in the News
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“Much of Fixed Income Alpha is Really Beta: CEO”—Fundfire’s Interview with David Eichhorn
NISA CEO and Head of Investment Strategies, David Eichhorn, describes NISA’s “true alpha” approach to fixed income investing in a recent Fundfire interview. David explains that, unlike many managers who use “alpha” and “excess return” interchangeably, NISA takes a more purist approach: Fundfire subscribers can watch the ~three-minute video or read the full transcript here.
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P&I Interviews NISA’s CEO: Discussing Alpha, Private Credit and Pension Risk
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…
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David Eichhorn Featured in Barron’s
Barron’s recently examined the growing pressures facing private credit markets from rising financing costs and widening bond spreads to elevated redemptions across Business Development Companies (BDCs). With BDC bond yields climbing to an average of about 6.5% and public BDC share prices down 15% this year, the economics of leverage in private credit are shifting.…
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David Eichhorn Speaks with Fundfire on NISA’s Approach to Asset Owner Partnerships
CEO and Head of Investment Strategies, David Eichhorn, interviewed with Fundfire to discuss the firm’s approach to cultivating relationships with asset owners and why NISA’s approach to engaging with potential clients doesn’t quite fit the industry’s model for “distribution.” Fundfire subscribers can watch the video or review the full transcript here.
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NISA’s Stephen Douglass Featured in the Financial Times
Our Chief Economist, Stephen Douglass, was quoted in the Financial Times this week, offering his perspective on how the Federal Reserve may navigate the economic fallout from the ongoing conflict in the Middle East. With higher oil prices expected to contribute to a stagflationary environment, the Fed faces the difficult challenge of addressing both inflation…
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Stephen Douglass Quoted in the Wall Street Journal on Key Inflation Divergence
NISA’s Chief Economist Stephen Douglass was recently quoted in a Wall Street Journal article examining the growing divergence between two key inflation measures—the Consumer Price Index (CPI) and the Personal Consumption Expenditures index (PCE). The article explores why the two gauges are currently telling very different stories about inflation, and what that means for the…
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Stephen Douglass Quoted in Barron’s on the Federal Reserve’s Policy Outlook
NISA Chief Economist Stephen Douglass was recently quoted in a Barron’s article analyzing the Federal Reserve’s latest policy decision and Chair Jerome Powell’s assessment of the U.S. economy. At its January meeting, the Federal Open Market Committee held interest rates steady, signaling that monetary policy is close to neutral and that there is little urgency…
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David Eichhorn Featured in Pensions & Investments’ Article Looking Ahead in 2026
In P&I’s recent article looking ahead to 2026, CEO and Head of Investment Strategies David Eichhorn is quoted discussing the rising institutional investor interest in derivatives-based strategies to enhance risk‑reward profiles and a greater use of “portable alpha” approaches to realign with policy targets. Full article available to subscribers at P&I here. Assets under management,…
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Dow Jones Market Talk Features Stephen Douglass’ Opinion
The Wall Street Journal’s Dow Jones Market Talk featured Stephen Douglass’ opinion that the bond market serves as the ultimate safeguard of the Federal Reserve’s independence. Douglass said, “The bond market will be the ultimate protector of the Fed’s independence. Until you actually get that rejection by the bond market, people feel that they don’t…
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From Rising Rates to High Yield Potential: Rick Shares Insights with Chief Investment Officer
A Chief Investment Officer article highlighting how tighter liquidity, evolving monetary policy and potential economic slowdown could shape credit market dynamics in the months ahead. Director of Investment Strategies Rick Ratkowski noted the biggest driver of fixed-income investment performance since the COVID-19 pandemic has been the sharp rise in interest rates. Looking forward, Rick also…