| Global Fixed Income Bulletin • 12-Mär-2023 | |
The facts changed, so the market changed its mind
Global Fixed Income Team
After a very optimistic January, markets changed their view on the economic outlook in February. In recent market terms, the economic soft landing morphed into a no landing scenario. The Fixed Income team explores.
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| Global Fixed Income Bulletin • 17-Feb-2023 | |
Let the Good Times Roll! But for How Long?
Global Fixed Income Team
After yields rose dramatically in December, bond markets made a U-turn and fell dramatically in January. Markets do not simply change direction this abruptly without a reason, and in this case, there were many.. The Fixed Income Team explains.
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| Global Fixed Income Bulletin • 31-Jan-2023 | |
European Short Duration: An asset class for an uncertain world
Broad Markets Fixed Income Team
The prospect of less hawkish central bank policy should be supportive for short duration assets in 2023, according to the Broad Markets Fixed Income Team. They explore in this new whitepaper.
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| Global Fixed Income Bulletin • 31-Dez-2022 | |
2022: Good-Bye, Farewell, Amen!
Global Fixed Income Team
From a bond market perspective, 2023 starts in a stronger, more secure place. Yields are materially higher and spreads wider, suggesting much better 2023 performance. The Fixed Income Team explains.
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| Global Fixed Income Bulletin • 15-Dez-2022 | |
An Early Holiday Present
Global Fixed Income Team
Whether or not November's bond rally can continue will be determined by data. In the interim, the Fixed Income Team thinks investors should enjoy the early holiday present.
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| Global Fixed Income Bulletin • 17-Nov-2022 | |
Dazed and Confused
Global Fixed Income Team
Bond markets were a bit more orderly in October than the mayhem experienced in September. That said, markets were still mixed, and investors could be excused for feeling a bit dazed and confused with regards to volatility, dispersion of returns, illiquidity, central bank policies and deciphering how to determine value.
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| Global Fixed Income Bulletin • 27-Okt-2022 | |
Putting Income Back into Fixed Income
Global Fixed Income Team
The bond market rout continued in September, which would have been even worse without a substantial rally over the last three days of the month. The Fixed Income team shares its thoughts.
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| Global Fixed Income Bulletin • 22-Sep-2022 | |
Snap Back to Reality
Global Fixed Income Team
August ended the summer flirtation with bull market dreams. After strong recoveries in July, bond markets turned down once again in August, generating large negative returns. Yields, spreads, and equities have not (at least yet) returned to their June nadir.
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| Global Fixed Income Bulletin • 25-Aug-2022 | |
Oh no, it’s too hot, no wait, it’s too cold, no, it’s actually too hot!
Global Fixed Income Team
After a horrendous June, bond and credit markets reversed course dramatically in July, generating exceptionally strong performance while also being the first positive return month of the year! The Fixed Income team shares its thoughts.
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| Global Fixed Income Bulletin • 22-Jul-2022 | |
Oh, What a Month, Quarter and Year!
Global Fixed Income Team
Financial market performance in June and year to date cannot be characterized as anything but historic; unfortunately, historically bad! The Fixed Income team shares its thoughts.
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| Global Fixed Income Bulletin • 21-Jun-2022 | |
Fear and Hope: Soft vs Hard Landings
Global Fixed Income Team
Markets continue to be buffeted by high levels of volatility driven by shifting fears of recession and inflation. This roller coaster of a month resulted in very diverse financial market performance. The Global Fixed Income team shares its thoughts.
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| Global Fixed Income Bulletin • 30-Mai-2022 | |
Annus Horribilis
Global Fixed Income Team
While many problems in the world can be blamed on the Russian/Ukrainian situation, it is not the primary driver anymore. The reason for the carnage in April: inflation, inflation, inflation! The Global Fixed Income team shares its thoughts.
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| Global Fixed Income Bulletin • 27-Apr-2022 | |
One Small Step for Interest Rates, One Giant Leap for Monetary Policy
Broad Markets Fixed Income Team, Securitized Team, High Yield Team, Fixed Income Team, Agency MBS Team, Emerging Markets Debt Team, Floating-Rate Loans Team
March was another brutal month for financial markets, capping one of the worst quarters since the 1980s. Indeed, it did not take long for markets to realize the inflationary/stagflationary implications of the war and resulting sanctions on Russia. The Global Fixed Income team shares its thoughts.
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| Global Fixed Income Bulletin • 23-Mär-2022 | |
Navigating through the Fog of War
Broad Markets Fixed Income Team, Securitized Team, High Yield Team, Fixed Income Team, Agency MBS Team, Emerging Markets Debt Team, Floating-Rate Loans Team
Financial markets have gone from worrying about COVID-19 to worrying about the Russian invasion of Ukraine. The Global Fixed Income team shares its thoughts.
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Our fixed income investment capabilities are driven by eight specialized teams – Agency MBS, Emerging Markets, Floating-Rate Loans, High Yield, Investment Grade Credit, Municipals, Multi-Sector, and Securitized – which span the global fixed income capital markets.