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Market Pulse  •  30-Mar-2021  •  8:42 Min

Fixed Income Update with Kevin Lynyak 

Fixed Income Managed Solutions
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

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Market Pulse  •  16-Mar-2021  •  10:22 Min

Fixed Income Update with Kevin Lynyak 

Fixed Income Managed Solutions
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

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Market Pulse  •  02-Mar-2021  •  16:47 Min

Fixed Income Update with Kevin Lynyak 

Fixed Income Managed Solutions
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

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Market Pulse  •  11-Jan-2021  •  10:37 Min

Fixed Income Update with Kevin Lynyak 

Fixed Income Managed Solutions
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.

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Market Pulse  •  16-Dec-2020  •  9:42 Min

The Case for Commodities This Decade 

Active International Allocation Team
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, discusses commodities and their potential long-term benefit to emerging market economies.

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Market Pulse  •  14-Dec-2020  •  7:11 Min

A Few Things Still on the Shopping List: Macro and Politics Do Not Take Days Off 

Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Market Pulse  •  07-Dec-2020  •  6:59 Min

Will the U.S. Job Loss Scarring Be Permanent? 

Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Market Pulse  •  02-Dec-2020

The Year Ahead for the U.S.: Fundamental Challenges Exist, but Policy Will Prevail 

Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides a timely insight on the fixed income markets today.

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Market Pulse  •  30-Nov-2020  •  7:42 Min

What the Bond Market Is Telling Us About the Future of the Economy 

Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Market Pulse  •  16-Nov-2020  •  6:24 Min

First Look at 2021: Too Much Liquidity Chasing Too Few Assets 

Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Market Pulse  •  09-Nov-2020  •  7:21 Min

Presidential Election Series: The 4 Major Market Implications of a “No Blue Wave” Scenario 

Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Market Pulse  •  02-Nov-2020  •  6:25 Min

Presidential Election Series: Expect More Questions Than Answers – and Rising Volatility 

Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Market Pulse  •  30-Oct-2020  •  09:39 Min

The Markets and Presidential Elections Through a Historical Lens 

Active International Allocation Team
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Portfolio Manager of the Active International Allocation Portfolio, takes a historical look at the markets and presidential elections.

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INSIGHT AUDIO  •  30-Oct-2020

Presidential Election Series With Jim Caron 

Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Market Pulse  •  26-Oct-2020  •  7:44 Min

Presidential Election Series: Pricing in the Return of Demand 

Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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PATH  •  23-Oct-2020

Market Update: A Silver Lining on the Horizon 

Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.

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Market Pulse  •  19-Oct-2020

Presidential Election Series: The Impact of the Tax and Spending Plans 

Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Market Pulse  •  05-Oct-2020  •  7:43 Min

Bonds Are Repricing on the U.S. Election 

Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Market Pulse  •  28-Sep-2020

October Discovery: Is the Price Right?  

Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Market Pulse  •  21-Sep-2020  •  6:42 Min

A Mixed Bag of Data, but Optimism About the Future 

Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Market Pulse  •  14-Sep-2020  •  4:47 Min

Fed Focus: Credit Rates and Solvency Risk 

Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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PATH  •  08-Sep-2020

Warning: Ice on the road ahead 

Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.

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Market Pulse  •  08-Sep-2020  •  6:01 Min

Risk Off Today, but a Silver Lining Is on the Horizon 

Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Market Pulse  •  31-Aug-2020  •  5:58 Min

History in the Making: A Reworking of Fed Policy 

Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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PATH  •  21-Aug-2020

Global markets: China’s positive outlook may not benefit the rest of the world  

Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.

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Market Pulse  •  21-Aug-2020

Where to Go From Here? Reimagining the Fed’s Policy Response Function 

Global Fixed Income Team
In his latest Market Pulse, Jim Caron looks at how investors are incentivized to align with the Fed's policy response function, which should broadly support asset prices and ease financial conditions.

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Market Pulse  •  29-Jul-2020

Market Pulse with Jim Caron: The Fed Keeps Rates Low While the Dollar Weakens 

Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today.

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Market Pulse  •  06-Jul-2020  •  6:36 Min

Will the Sizzle Fizzle? 

Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Market Pulse  •  29-Jun-2020  •  7:00 Min

Policy or Pandemic: Which Will Drive Asset Prices? 

Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Market Pulse  •  22-Jun-2020  •  3:45 Min

Q3 2020: Better? Yes. But Good Enough? 

Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Market Pulse  •  15-Jun-2020  •  8:12 Min

Credit Check with Richard Ford  

Global Fixed Income Team
Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.

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Market Pulse  •  15-Jun-2020  •  5:48 Min

New Normal? No Such Thing. The Market is Just Establishing a New Range. 

Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Market Pulse  •  08-Jun-2020  •  6:31 Min

The Reopening Rally and the Fed’s Forward Guidance 

Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Market Pulse  •  01-Jun-2020  •  6:36 Min

Follow the Money, Find the Performance 

Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Market Pulse  •  28-May-2020  •  3:05 Min

In a High Yield Minute  

Global Fixed Income Team
Corporate liquidity profiles have been severely challenged during the lockdown. Sarah Harrison, Head of European High Yield, believes the policy response in Europe so far has helped stem default rates, and further action has the potential to restore investor confidence in the European High Yield asset class. Listen now.

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Market Pulse  •  26-May-2020

The Breadth of the Market Is Encouraging 

Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Market Pulse  •  18-May-2020  •  5:59 Min

Credit Check with Richard Ford  

Global Fixed Income Team
Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.

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Market Pulse  •  18-May-2020  •  6:32 Min

Never Say Never: The Pros and Cons of Negative Interest Rates 

Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Market Pulse  •  13-May-2020

Where Are Bond Yields Going? It depends on what part of the curve you are asking about.  

Global Fixed Income Team
The goal of the Fed’s policy response function is to prevent the liquidity crisis brought on by Covid-19 from becoming a solvency crisis. Jim Caron reviews the impact on bond yields.

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Market Pulse  •  11-May-2020

Jobs Report: Is the Worst Behind Us?  

Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Market Pulse  •  07-May-2020  •  4:31 Min

Bank of England Update and U.K. Outlook 

Anton Heese
Anton Heese, European Macro Strategist for the Global Fixed Income Team, offers his perspective on the May 7 Bank of England Monetary Policy Decision. Listen now.

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Market Pulse  •  05-May-2020

The Market vs The Economy 

Global Fixed Income Team
the Market Outlook is contingent on a combination of knowns and unknowns, in varying degrees: 

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Market Pulse  •  04-May-2020  •  8:51 Min

Credit Check with Richard Ford  

Global Fixed Income Team
Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.

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Market Pulse  •  04-May-2020  •  4:30 Min

The Risks Ahead: An Historically Weak Jobs Report & New U.S./China Tensions 

Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Market Pulse  •  29-Apr-2020

The Fed: Playing a Strong Hand but Unwilling to Show Their Cards 

Global Fixed Income Team
On April 29 the Fed indicated the need to keep credit flowing, for both for businesses and individuals. To date most of the Fed’s actions are supporting credit in the business sector, to the point where we do not believe the Fed has done enough with respect to consumer credit, particularly in light of their statements about keeping credit flowing to the “real economy.” Jim Caron looks at a Fed that is playing a strong hand, but unwilling to show all its cards.

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Market Pulse  •  27-Apr-2020  •  4:51 Min

Market Pulse with Jim Caron: A Big Week for Global Central Banks 

Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Market Pulse  •  23-Apr-2020  •  04:24 Min

EM Leaders: Looking to Future Growth 

Global Emerging Markets Team
Vishal Gupta, Portfolio Manager on the Global Emerging Markets team, discusses the impact of COVID-19 on the Emerging Markets Leaders strategy. Listen now.

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Market Pulse  •  23-Apr-2020  •  2:56 Min

The Case for EM in the Post-Pandemic World 

Global Emerging Markets Team
Jitania Kandhari, Head of Macroeconomic Research on the Global Emerging Markets team and portfolio manager for the Emerging Markets Breakout Nations and Active International Allocation strategies, provides timely insights on why we believe now is the time for emerging market equities. Listen now.

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Market Pulse  •  20-Apr-2020  •  6:21 Min

Whatever It Takes: Loan Programs, Oil & the Reopening of America 

Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Market Pulse  •  20-Apr-2020

Recent Fed Actions: Implications for the High Yield Market  

Global Fixed Income Team
The Fed’s involvement in the high yield market is unprecedented, so there is no prior history to look back upon as a guide. The Global High Yield team explores how the action could impact investors.

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Market Pulse  •  15-Apr-2020

Allocating Fixed Income Assets Through the Great Unknown 

Global Fixed Income Team
We are facing a health crisis the likes of which we have not witnessed for close to a century. A seismic move to de-risk portfolios has created volatility and illiquidity not seen since 2008, and it is against this uncertain backdrop we invest today. Read more about the Global Fixed Income Team’s best thinking.

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Market Pulse  •  13-Apr-2020  •  6:36 Min

Market Pulse with Jim Caron: The Alphabet Soup of Liquidity & Solvency 

Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Market Pulse  •  06-Apr-2020  •  4:44 Min

Credit Check with Richard Ford  

Global Fixed Income Team
Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.

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Market Pulse  •  06-Apr-2020  •  4:27 Min

Credit Beat with Joseph Mehlman 

Global Fixed Income Team
Joseph Mehlman, Head of U.S. Credit, provides timely insights on the fast-changing world of U.S. credit markets. Listen now.

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Market Pulse  •  06-Apr-2020  •  6:15 Min

Market Pulse with Jim Caron: A Silver Lining - Volatility Is Dropping 

Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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Market Pulse  •  02-Apr-2020

Building a Better Transmission Mechanism: Extending Credit to the Real Economy 

Global Fixed Income Team
It's critical to understand the policy reaction functions designed to support markets during times of crisis because it provides insight into which assets may perform best as the economy moves out of the crisis environment.

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Market Pulse  •  31-Mar-2020

Rating Agencies Action Summary 

Global Fixed Income Team
The COVID-19 crisis has disrupted supply chains of many companies and caused commodity prices to fall. How will rating agencies react to this disruption? The Global Credit research team explores.

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