Market Pulse

Market Pulse • 06-Jul-2020 • 6:36 Min
Will the Sizzle Fizzle? Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Pulse • 29-Jun-2020 • 7:00 Min
Policy or Pandemic: Which Will Drive Asset Prices? Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Pulse • 22-Jun-2020 • 3:45 Min
Q3 2020: Better? Yes. But Good Enough? Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Pulse • 19-Jun-2020
Active Management in Fixed Income: Now More than Ever Jim Caron Given that interest rates are near zero, or negative, in many countries for the foreseeable future, will bonds be useful diversifiers in portfolios? Jim Caron, Global Fixed Income Portfolio Manager, thinks “yes” but the key is an actively managed focus on alpha.

PATH • 19-Jun-2020 • 03:05 Min
Coronavirus: Fundamental weaknesses begin to hit home [Audio] Andrew Harmstone, Christian Goldsmith Christian Goldsmith shares the GBaR team’s latest market views with a focus on the impact of coronavirus.

PATH • 18-Jun-2020
Coronavirus: Fundamental weaknesses begin to hit home Andrew Harmstone, Manfred Hui, Christian Goldsmith In this article, the GBaR team provides an update on its latest market views and asset allocation positioning in light of the spreading impact of the coronavirus.

Market Pulse • 15-Jun-2020 • 8:12 Min
Credit Check with Richard Ford Richard Ford Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.

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.

Market Pulse • 15-Jun-2020 • 5:48 Min
New Normal? No Such Thing. The Market is Just Establishing a New Range. Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Alert • 11-Jun-2020 • 3:59 Min
The Disconnect Between the Stock Market and the Economy Andrew Slimmon Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

Market Pulse • 08-Jun-2020 • 6:31 Min
The Reopening Rally and the Fed’s Forward Guidance Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Webinar Series • 05-Jun-2020
An Espresso with Mary Sue Marshall and Stan DeLaney Mary Sue Marshall, Stan Delaney Watch Mary Sue Marshall and Stan DeLaney discuss the team’s portfolios, and their insight on big ideas and emerging themes that may have far-reaching consequences.

PATH • 05-Jun-2020
Coronavirus: Who is the ‘Smart Money’ Investor? Andrew Harmstone, Manfred Hui, Christian Goldsmith In this article, the GBaR team provides an update on its latest market views and asset allocation positioning in light of the spreading impact of the coronavirus.

PATH • 04-Jun-2020 • 3:23 Min
Who is the ‘Smart Money’ Investor? [Audio] Christian Goldsmith, Andrew Harmstone Christian Goldsmith shares the GBaR team’s latest market views with a focus on the impact of coronavirus.

Market Pulse • 01-Jun-2020 • 6:36 Min
Follow the Money, Find the Performance Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Pulse • 28-May-2020 • 3:05 Min
In a High Yield Minute [Audio] Sarah Harrison 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.

Webinar Series • 26-May-2020
An Espresso with William Lock William Lock Watch William Lock discuss the impact of the latest global crisis and portfolio resilience in light of the coronavirus pandemic.

Market Pulse • 26-May-2020
The Breadth of the Market Is Encouraging Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Pulse • 18-May-2020 • 5:59 Min
Credit Check with Richard Ford Richard Ford Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.

Market Pulse • 18-May-2020 • 6:32 Min
Never Say Never: The Pros and Cons of Negative Interest Rates Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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.

Market Alert • 14-May-2020 • 3:42 Min
The Stock Market Looks Forward, So What Does It See Now? Andrew Slimmon Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

Market Pulse • 13-May-2020
Where Are Bond Yields Going? It depends on what part of the curve you are asking about. Jim Caron 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.

Market Pulse • 11-May-2020
Jobs Report: Is the Worst Behind Us? [Audio] Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

TALES FROM THE EMERGING WORLD • 07-May-2020
Why Markets Are Partying Through the Pandemic Ruchir Sharma Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, explains why stock markets are rallying amid the worst economic crisis since the Great Depression.

Market Pulse • 07-May-2020 • 4:31 Min
Bank of England Update and U.K. Outlook [Audio] 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.

PATH • 06-May-2020 • 3:27 Min
Coronavirus: Calm waters for now, but storm clouds on the horizon [Audio] Christian Goldsmith, Andrew Harmstone Christian Goldsmith shares the GBaR team’s latest market views with a focus on the impact of coronavirus.

Market Pulse • 04-May-2020 • 8:51 Min
Credit Check with Richard Ford Richard Ford Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.

Market Pulse • 04-May-2020 • 4:30 Min
The Risks Ahead: An Historically Weak Jobs Report & New U.S./China Tensions Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

PATH • 01-May-2020 • 2:57 Min
Coronavirus: A look at safe havens [Audio] Christian Goldsmith, Andrew Harmstone Christian Goldsmith shares the GBaR team’s latest market views with a focus on the impact of coronavirus.

Market Pulse • 30-Apr-2020 • 3:12 Min
European Central Bank Update: Flexibility and Fragmentation [Audio] Anton Heese Anton Heese, European Macro Strategist for the Global Fixed Income Team, offers his perspective on the European Central Bank’s April 30 announcement. Listen now.

Market Pulse • 29-Apr-2020

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

Jim Caron

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.

Market Alert • 27-Apr-2020 • 3:51 Min
Market Alert with Andrew Slimmon: Stocks…Yes! Market…No! Andrew Slimmon Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

Market Pulse • 27-Apr-2020 • 4:51 Min
Market Pulse with Jim Caron: A Big Week for Global Central Banks Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

PATH • 24-Apr-2020 • 3:16 Min
Coronavirus: Monetary and Fiscal Policy - Is the Kitchen Sink Enough? [Audio] Andrew Harmstone Andrew Harmstone shares the GBaR team’s latest market views with a focus on the impact of coronavirus.

Market Pulse • 23-Apr-2020 • 04:24 Min
EM Leaders: Looking to Future Growth [Audio] Vishal Gupta Vishal Gupta, Portfolio Manager on the Global Emerging Markets team, discusses the impact of COVID-19 on the Emerging Markets Leaders strategy. Listen now.

Market Pulse • 23-Apr-2020 • 2:56 Min
The Case for EM in the Post-Pandemic World [Audio] Jitania Kandhari 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.

Market Pulse • 20-Apr-2020 • 6:21 Min
Whatever It Takes: Loan Programs, Oil & the Reopening of America Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

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.

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.

Market Pulse • 15-Apr-2020
Allocating Fixed Income Assets Through the Great Unknown Christian Roth 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.

Market Pulse • 14-Apr-2020
The “Once in a Lifetime” (European Fixed Income) Opportunities (Fund) Leon Greyner “Once in a lifetime opportunities do not come along that often, and so when they do, it is important to take advantage of them,” says Leon Grenyer, Lead Portfolio Manager of the European Fixed Income Opportunities Fund.

Market Pulse • 13-Apr-2020 • 6:36 Min
Market Pulse with Jim Caron: The Alphabet Soup of Liquidity & Solvency Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Pulse • 09-Apr-2020
Fixed Income Market Update Michael Kushma, Katie Herr The Global Fixed Income team presented an update on the Fixed Income Market on 9 April 2020.

Market Alert • 08-Apr-2020 • 3:35 Min
Is the Bear Headed for Hibernation Soon? Andrew Slimmon Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

PATH • 08-Apr-2020
Coronavirus: Markets’ excessive optimism Andrew Harmstone, Manfred Hui In this article, the GBaR team provides an update on its latest market views and asset allocation positioning in light of the spreading impact of the coronavirus.

TALES FROM THE EMERGING WORLD • 07-Apr-2020
The Strange Shape of the Coronavirus Crash Ruchir Sharma Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, makes the case for great opportunities in emerging markets in the After Coronavirus world.

Market Pulse • 06-Apr-2020 • 4:44 Min
Credit Check with Richard Ford Richard Ford Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.

Market Pulse • 06-Apr-2020 • 4:27 Min
Credit Beat with Joseph Mehlman Joseph Mehlman Joseph Mehlman, Head of U.S. Credit, provides timely insights on the fast-changing world of U.S. credit markets. Listen now.

Market Pulse • 06-Apr-2020 • 6:15 Min
Market Pulse with Jim Caron: A Silver Lining - Volatility Is Dropping Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Path • 02-Apr-2020 • 2:43 Min
Coronavirus: End of Q1 – time to take stock [Audio] Andrew Harmstone, Christian Goldsmith Christian Goldsmith, Portoflio Specialist for the GBaR Team, shares the team’s latest market views with a focus on the impact of coronavirus.

Market Pulse • 02-Apr-2020
Building a Better Transmission Mechanism: Extending Credit to the Real Economy Jim Caron 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.

Market Pulse • 02-Apr-2020
Fixed Income Market Update Michael Kushma, Richard Ford, Richard Class The Global Fixed Income team presented an update on the Fixed Income Market on 2 April 2020.

Market Pulse • 02-Apr-2020
Active International Allocation - Market Commentary Jitania Kandhari, Ben Rozin The MSIM Active International Allocation Team offers their perspective on the global markets and the AIA portfolio in the context of the COVID-19 pandemic.

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.

Market Pulse • 31-Mar-2020
The Resilience Afforded by High Quality Companies International Equity Team The International Equity team shares their views on the potential impact of the pandemic through the lens of the team’s quality focused investment approach. Listen now.

Market Pulse • 30-Mar-2020 • 5:52 Min
Credit Check with Richard Ford Richard Ford Credit markets have been under tremendous pressure. What should investors think? Richard Ford, Global Head of Credit, offers his views. Listen now.

Market Pulse • 30-Mar-2020
Market Pulse with Jim Caron Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Path • 27-Mar-2020
Coronavirus: Focus shifts to the US Andrew Harmstone, Manfred Hui, Christian Goldsmith In this article, the GBaR team provides an update on its latest market views and asset allocation positioning in light of the spreading impact of the coronavirus.

Market Pulse • 27-Mar-2020
Fixed Income Market Update Michael Kushma, Richard Class Michael Kushma, Chief Investment Officer of Global Fixed Income, and Richard Class, Head of Product Development for EMEA and European Multi Sector Strategies, Portfolio Manager, presented an update on the Fixed Income Portfolio on 26 March 2020.

Market Alert • 26-Mar-2020 • 3:39 Min
Market Alert with Andrew Slimmon: Is The Relief Rally Here? Andrew Slimmon Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

Market Pulse • 26-Mar-2020
Addressing the Coronavirus Impact: China Equity Portfolio Global Emerging Markets Team Despite the economic impact of COVID19, on-shore and off-shore China markets continue to offer exposure to a wide breadth of companies and sectors not readily available elsewhere, in the view of Investment Management’s Global Emerging Markets Equity team.

Market Pulse • 26-Mar-2020

Addressing the Coronavirus Impact: Frontier Markets Portfolio

Global Emerging Markets Team

Leaders in the next decade will likely include frontier markets, such as Vietnam, Egypt and Indonesia, according to Investment Management’s Global Emerging Markets Equity team. Our Frontier strategy remains focused on quality growth companies despite the coronavirus and we believe investments will emerge stronger relative to competitors.

Emerging-Markets-Leaders-Portfolio-Article-Tile-2x2

Market Pulse • 26-Mar-2020
Addressing the Coronavirus Impact: Emerging Markets Leaders Portfolio Global Emerging Markets Team High quality companies in emerging markets are likely to strengthen their dominance after recovery from the COVID-19 crisis gets underway, says Investment Management’s Global Emerging Markets Equity team.

Market Pulse • 26-Mar-2020
Addressing the Coronavirus Impact: Emerging Markets Equity Portfolio Global Emerging Markets Team Even before the corona-induced sell-off, emerging market equities were cheap relative to the US and their own history. After the COVID-19 drawdown, valuations present an extraordinarily attractive entry point, says Investment Management’s Global Emerging Markets Equity team.

Market Pulse • 25-Mar-2020
High Yield Outlook: Current Risks and Opportunities Global Fixed Income Team Historically, high yield has proven itself to be resilient. It is our view that active managers have the potential to outperform, avoid problematic sectors, and minimize default losses.

Market Pulse • 24-Mar-2020 • 7:30 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.

Market Pulse • 23-Mar-2020
Liquidity vs. Solvency = Fed vs. Fiscal Stimulus Jim Caron The Fed is taking unprecedented action to help prevent a liquidity crisis from turning into a solvency crisis. Jim Caron explores what's been done so far.

Market Pulse • 23-Mar-2020
Coronavirus Update: The Outlook for Global Credit Richard Ford Richard Ford, Head of Credit with the Global Fixed Income Team, discusses the potential impact of the coronavirus on global credit markets.

Market Pulse • 23-Mar-2020 • 7:56 Min
Market Pulse with Jim Caron: Encouraging Signs Emerging From Fed & Fiscal Responses Jim Caron Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

PATH • 20-Mar-2020
Coronavirus: At last - initial signs of credible action Andrew Harmstone, Manfred Hui In this article, the GBaR team provides an update on its latest market views and asset allocation positioning in light of the spreading impact of the coronavirus.

Market Alert • 18-Mar-2020 • 3:29 Min
Flattening the Curve is Flattening the Market. At Least for Now. Andrew Slimmon Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

Market Pulse • 17-Mar-2020
High Yield Update: Uncertainty Likely To Continue Global Fixed Income Team The coronavirus spread has continued to play out as many predicted but the market has clearly been disappointed in the policy responses received to date.

Market Pulse • 15-Mar-2020
Global Fiscal Stimulus Scorecard: The Cavalry is Coming, but Slowly & Arguing About Which Horse to Ride. Global Fixed Income Team Monetary policy has been exhausted. Now, we turn toward fiscal stimulus and market support policies. According to Jim Caron, the cavalry is coming, but slowly and arguing which horse to ride.

Market Pulse • 13-Mar-2020
European Central Bank: Looking for Silver Linings in Disappointment Anton Heese The initial market response to the European Central Bank (ECB) meeting on March 12th was disappointment – equity prices fell while Bund yields rose, depsite the ECB actually delivered nearly everything analysts had been expecting from it.

Market Pulse • 11-Mar-2020
Energy Market Turmoil: What's Next? Global Fixed Income Team After what was supposed to be a coordinated supply cut by OPEC+ to balance markets and keep oil prices high, Saudi Arabia and Russia instigated an oil price war.

Market Pulse • 11-Mar-2020
Coronavirus: Positioning Portfolios for a Delayed Recovery Andrew Harmstone, Christian Goldsmith In this article, the GBaR team provides an update on its latest market views and asset allocation positioning in light of the spreading impact of the coronavirus.

Market Alert • 10-Mar-2020 • 7:01 Min
How Much More Pain Is There? Andrew Slimmon Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

Tales From the Emerging World • 10-Mar-2020
Our Coronavirus Worries Are a Bit Different Ruchir Sharma Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist, offers his perspective on the burgeoning coronavirus epidemic and its potential impact on the markets.

Market Pulse • 03-Mar-2020
Emergency Fed Cut: Not a Vaccine, but a Treatment for Symptoms Jim Caron On March 3, the Federal Reserve cut rates by 50 basis points (bps) to between 1-1.25%. What should fixed income investors make of this move?

Market Alert • 02-Mar-2020 • 4:26 Min
Is the Recession Scare Fully Priced In? Andrew Slimmon Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

Market Pulse • 02-Mar-2020
Update on Coronavirus and the Markets Global Fixed Income Team By now it’s clear the Coronavirus will have at least a short-term impact on the global economy. The question is, how do fixed income investors move forward?

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.

Market Alert • 26-Feb-2020 • 4:40 Min
Another Recession Scare? Andrew Slimmon Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.

Market Pulse • 25-Feb-2020
How to Read the Drop in U.S. Treasury Yields Jim Caron The U.S. 10 Year has reached historic lows. Jim Caron explores what that could say about the state of the U.S. economy.

Market Pulse • 12-Feb-2020
The Coronavirus and Its Impact on the Global Market Jim Caron What will be the long-term impact of the Coronavirus on the global economy? Jim Caron thinks it all depends on the shape of the eventual recovery.

Market Pulse • 12-Jan-2020
If the economy is so darn good, why are yields so darn low? Jim Caron Data is getting better, but bond yields are not following. What's going on here? Jim Caron explains.

Market Pulse • 18-Dec-2019
U.S. - China Phase 1: More a Truce Than a Deal, but a Step in the Right Direction Jim Caron On December 15 the U.S. and China stopped the “rock throwing” as no new tariffs were announced by either of the antagonists. And while there is no official deal in place, this “truce” is clearly a good first step, as outlined by Jim Caron.

Market Pulse • 13-Dec-2019
December FOMC: Connecting the Dots Jim Caron After three rate cuts in 2019, the Fed indicated that it would not touch rates in 2020, instead forecasting that its next action would be a rate increase in 2021. The market, however, has a different view, pricing in a rate cut at the end of 2020.

Market Pulse • 27-Nov-2019
Top 10 for ‘20 Jim Caron In our view, 2019 was a mid-cycle reset where the Fed cut rates three times, capital expenditure bottomed out and global GDP slowed. The bad news is that yields are low and investors are long on duration, a big risk given that the Fed will likely stay on the sidelines and not lower rates in 2020.

Market Pulse • 19-Nov-2019
From Mid-Cycle Reset to Cyclical Recovery Jim Caron This time last year the market projected the economy was headed into a recession, and the Fed engaged in a policy mistake by planning to hike rates above 3.00%. Instead, what we realized was 75bps of rate cuts along with cuts from global central banks and a restart of quantitative easing (QE).

Market Pulse • 16-Sep-2019
ECB Action Puts Pressure on Fed Jim Caron The ECB's recent actions have put pressure on the Fed to take some action of their own. Jim Caron from the Global Fixed Income Team shares his views.

Market Pulse • 21-Aug-2019
The Fed needs to Lead not Follow Jim Caron It is time for the Fed to get proactive. Jim Caron from the Global Fixed Income team shares his views.

Market Pulse • 01-Aug-2019
A Fed Mistake? Jim Caron The Fed may have made a mistake in deciding to cut rates by only 25bps. Jim Caron of the Global Fixed Income Team shares his views.

Market Pulse • 25-Jul-2019
Expect the Unexpected from the ECB Anton Heese The ECB changes course and gets ready to announce a package of easing measures. The Global Fixed Income team shares their views on what’s to come.

Market Pulse • 11-Jul-2019
Global Factors Impacting the Fed's Rate Policy Jim Caron The Fed could cut rates by 50 basis points this month rather than the expected 25. Jim Caron of the Global Fixed Income Team shares his views on why this could happen.