| Global Fixed Income Bulletin • 16-Oct-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 • 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 • 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 • 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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| Global Fixed Income Bulletin • 15-Jun-2020 | |
The Tide Turns: It’s More than Hope
Global Fixed Income Team
Despite unprecedented bad economic data and the uncertain course of the coronavirus, markets continued on an upward trajectory in May and rallied further.
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| Global Fixed Income Bulletin • 15-May-2020 | |
The Long and Winding Road
Global Fixed Income Team
There may be many twists and turns on the road to full economic recovery, but the longer your investment horizon, the more confident we believe you should be.
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| Global Fixed Income Bulletin • 16-Apr-2020 | |
The End of the Beginning
Global Fixed Income Team
We’re hopeful that policy actions will help the economy return to normal as the health crisis recedes. But it remains unknown how deep and protracted the downturn will be as we’re held hostage to the path of the virus.
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| Global Fixed Income Bulletin • 29-Feb-2020 | |
It’s All About the Virus
Global Fixed Income Team
It’s now clear the coronavirus pandemic will have a meaningful impact on the global economy. As long as the virus’s impact remains disruptive rather than destructive, we should be fine, eventually.
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| Global Fixed Income Bulletin • 18-Nov-2019 | |
Normalization Continues
Global Fixed Income Team
In many ways, October was a continuation of the developments that started in September. Yet the Global Fixed Income Team now believes fixed income markets have reached a fork in the road: Either data will get better as geopolitical risks recede, or we will return to trade war concerns and deteriorating economic fundamentals.
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| Global Fixed Income Bulletin • 17-Oct-2019 | |
Reversal Month
Global Fixed Income Team
What three principle reasons led to the sell-off in September and how have they impacted our positioning? The Global Fixed Income Team discusses.
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| Global Fixed Income Bulletin • 17-Apr-2019 | |
Goldilocks Redux?
Global Fixed Income Team
Optimism abounds that the markets are on the right path for 2019, and we agree! We believe easy monetary policy and lower real yields will support economies and lengthen the business cycle. The Global Fixed Income Team shares their views.
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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.