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Global Fixed Income Bulletin  •  16-Jul-2021

Where Is All the Yield Going? 

Global Fixed Income Team
Yields continuing to fall, credit spreads tightening and equities rallying despite bearish news. The Global Fixed Income team discuss an extraordinary June.

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global-fixed-income-bulletin page
Global Fixed Income Bulletin  •  16-Jun-2021

Where Did Volatility Go? 

Global Fixed Income Team
A quiet May saw the constructive market narrative continue. How long will this last, what does this mean for investors? The Global Fixed Income team discuss.

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global-fixed-income-bulletin page
Global Fixed Income Bulletin  •  14-Mai-2021

Welcome to the Brave New World! 

Global Fixed Income Team
After rising significantly in March, U.S. Treasuries and most other developed market government bond yields fell measurably, despite solid, surprisingly strong economic data. The Global Fixed Income Team examines what these dynamics mean for fixed income investors.

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global-fixed-income-bulletin page
Global Fixed Income Bulletin  •  23-Apr-2021

The More Things Change, the More they Stay the Same 

Global Fixed Income Team
Vaccination numbers are far better than anticipated, but, given market pricing and expectations, the strategy implications remain unchanged. GFIO Team explores.

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global-fixed-income-bulletin page
Global Fixed Income Bulletin  •  15-Mär-2021

A Tantrum, or the Return to Fair Value? 

Global Fixed Income Team
It’s all about the economy. According to the Global Fixed Income Team, the outlook for fixed income, more than ever, is about the trajectory of the economy and policymakers’ attitude towards it.

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Global Fixed Income Bulletin  •  15-Feb-2021

Alea iacta est ('the die is cast') 

Global Fixed Income Team
We want to own those areas that can withstand further macro/virus volatility and higher yields but have enough yield/spread to offer reasonable 2021 returns.

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global-fixed-income-bulletin page
Global Fixed Income Bulletin  •  15-Jan-2021

Everything’s Changed… Nothing’s Changed: Extraordinary Returns in an Extraordinary Year 

Global Fixed Income Team
Our Global Fixed Income team discuss an extraordinary 2020 and argue that monetary and fiscal policy will play a critical role in asset performance in 2021.

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global-fixed-income-bulletin page
Global Fixed Income Bulletin  •  16-Dez-2020

The Heat Is On 

Global Fixed Income Team
Our Global Fixed Income team believe that vaccine makers, governments, legislators, central banks and citizens can deliver a bright economic future in 2021/22.

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global-fixed-income-bulletin page
Global Fixed Income Bulletin  •  11-Nov-2020

How Big Are the Waves? 

Global Fixed Income Team
With the U.S. election in the rear-view mirror, the scope of fiscal stimulus and a resurgent virus remain two big questions for the global economy and bond markets.

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global-fixed-income-bulletin page
Global Fixed Income Bulletin  •  16-Okt-2020

The Devil Is in the Details 

Global Fixed Income Team
Our Global Fixed Income team discuss a “most challenging month for financial markets” and argue their long risk position is the best way to position portfolios.

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global-fixed-income-bulletin page
Global Fixed Income Bulletin  •  14-Sep-2020

Consolidation Is the Name of the Game 

Global Fixed Income Team
A benign August saw positive trends continue. How long will this continue, what does this mean for fixed income investors? The Global Fixed Income team explore.

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global-fixed-income-bulletin page
Global Fixed Income Bulletin  •  14-Aug-2020

The Song Remains the Same 

Global Fixed Income Team
Despite good news on the policy front, challenges remain - U.S./China relations, U.S. fiscal cliff, U.S. elections and the pandemic - yet we remain optimistic.

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global-fixed-income-bulletin page
Global Fixed Income Bulletin  •  15-Jul-2020

Can It, Will It, Continue? 

Global Fixed Income Team
With infection rates rising globally we ask whether the economic recovery can continue if health and employment concerns depress earnings and spending power.

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The Global Fixed Income team follows a seamless process with a global outlook. They seek to identify and capture the potential value in situations where the market's implied forecasts are extreme.
 
 

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