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Tag

Governance Risk

2 articles

Macro & Rates93d ago

Judicial Leaks Threaten Policy Predictability, Pushing Long-Dated Yields Higher on Risk Premium

Justice Gorsuch's comments on Supreme Court confidentiality amidst leaks underscore growing governance risks, potentially demanding higher compensation for duration in the U.S. bond market.

Macro & Rates105d ago

Gates Foundation Review Highlights ESG Risk in Fixed Income, Prompts Institutional Scrutiny

The Gates Foundation's internal review into past interactions with Jeffrey Epstein underscores growing institutional focus on governance risk and its potential long-term implications for large-scale capital allocation strategies, particularly within fixed income portfolios.