Rebecca shares insights from her career and provides actionable career advice for women in the financial services industry, "The industry changes constantly, your career can change on a dime and you need to be flexible enough to navigate that", she says.
We believe the Fed will hike rates in December if upcoming jobs reports do not disappoint, but the pace of tightening will be extremely slow. Meanwhile, in the global economy stabilizing trade volume, recovering inflation and Asian growth support credit spread appetite. Against this backdrop we are more constructive about risk-taking: we have increased allocations to emerging market local debt and investment grade corporate credit, while maintaining overweights to CMBS and non-agency RMBS. We remain neutral on high yield.