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Asian Fixed Income Can Ride the Trump Effect
by Brad Gibson, Anthony Chan, Jenny Zeng of AllianceBernstein, 1/23/17

Donald Trump’s policies appear almost certain to contribute to volatility in Asian markets during 2017. For active fixed-income investors who understand the dynamics of bonds and currencies in the region, this creates opportunities.

Some Silver Linings in China’s Corporate Default Cloud
by Brad Gibson, Anthony Chan, Jenny Zeng of AllianceBernstein, 5/23/16
Corporate defaults in China are rising, but they are still relatively few and are to be expected as the government rebalances the economy. Our bigger concern lies in whether defaults, recoveries and liquidations will be managed in an orderly and transparent way.
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