audio
Market Pulse  •  Mar 30, 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.

Fixed-Income-Team-Tile
 
audio
Market Pulse  •  Mar 30, 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.

Fixed-Income-Team-Tile
 
page
Path  •  Mar 27, 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.

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audio
PATH  •  Mar 27, 2020  •  1:41 Min

Coronavirus: Focus Shifts to the US AUDIO 

Christian Goldsmith, Andrew Harmstone
Christian Goldsmith, Portfolio Specialist for the GBaR Team, shares the team’s latest market views with a focus on the impact of coronavirus.

insights-coronavirus-andrew-harmstone-march
 
page
Market Pulse  •  Mar 27, 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.

Fixed-Income-Team-Tile
 
audio
Market Alert  •  Mar 26, 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.

Audio-Page-Tile
 
page
Market Pulse  •  Mar 26, 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.

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Market Pulse  •  Mar 26, 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.

Emerging-Markets-Leaders-Portfolio-Article-Tile-2x2
 
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Market Pulse  •  Mar 26, 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.

Emerging-Markets-Leaders-Portfolio-Article-Tile-2x2
 
page
Market Pulse  •  Mar 25, 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.

Fixed-Income-Team-Tile
 
audio
Market Pulse  •  Mar 24, 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.

Audio-Page-Tile
 
page
Market Pulse  •  Mar 23, 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.

Fixed-Income-Team-Tile
 
page
Market Pulse  •  Mar 23, 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.

Fixed-Income-Team-Tile
 
audio
Market Pulse  •  Mar 23, 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.

Audio-Page-Tile
 
audio
PATH  •  Mar 20, 2020  •  01:55 Min

Coronavirus: At last - initial signs of credible action AUDIO 

Christian Goldsmith, Andrew Harmstone
Christian Goldsmith shares the team’s latest market views with a focus on the impact of coronavirus.

insights-coronavirus-andrew-harmstone-march
 
audio
Slimmon's Market Alert  •  Mar 18, 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.

Audio-Page-Tile
 
page
Market Pulse  •  Mar 18, 2020

International Equity Team: Coronavirus Impact: Global Brands/Franchise, Quality and Sustain Funds 

International Equity Team
Against the backdrop of a major health crisis and global shock to corporate earnings driving a market correction, the International Equity team’s portfolios remain defensively positioned.

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Market Pulse  •  Mar 17, 2020

International Equity Team: Coronavirus Impact: International Equity Fund  

International Equity Team
Against the backdrop of a major health crisis and global shock to corporate earnings driving a market correction, the International Equity team’s portfolios remain defensively positioned.

Coronavirus-Impact-tile
 
page
Market Pulse  •  Mar 17, 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.

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page
Market Pulse  •  Mar 15, 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 calvalry is coming, but slowly and arguing which horse to ride.

Fixed-Income-Team-Tile
 
audio
PATH  •  Mar 13, 2020  •  3:24 Min

GBaR: Latest Market Update 

Andrew Harmstone
Andrew Harmstone shares the team’s latest market views with a focus on the impact of coronavirus.

insight-coronavirus-tailrisk
 
page
Market Pulse  •  Mar 13, 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.

Fixed-Income-Team-Tile
 
page
Market Pulse  •  Mar 12, 2020

International Equity Team: Coronavirus Impact: Global Brands/Franchise, Quality and Sustain Funds 

International Equity Team
The International Equity Team monitors the direct market effects of the virus, and the indirect effects of the change in the macro environment on defensively positioned global portfolios.

Coronavirus-Impact-tile
 
page
Market Pulse  •  Mar 11, 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.

Fixed-Income-Team-Tile
 
audio
Slimmon's Market Alert  •  Mar 10, 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.

Audio-Page-Tile
 
page
Market Pulse  •  Mar 10, 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.

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Market Pulse  •  Mar 03, 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?

Fixed-Income-Team-Tile
 
audio
Slimmon's Market Alert  •  Mar 02, 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.

Audio-Page-Tile
 
page
Market Pulse  •  Mar 02, 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?

Fixed-Income-Team-Tile
 
page
Global Fixed Income Bulletin  •  Feb 29, 2020

It's All about 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.

9820792_itsallaboutvirus_Insight-Tile-1x1
 
audio
Slimmon's Market Alert  •  Feb 26, 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.

Audio-Page-Tile
 
page
Market Pulse  •  Feb 25, 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.

Fixed-Income-Team-Tile
 
page
Market Pulse  •  Feb 12, 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.

Fixed-Income-Team-Tile
 
page
Market Pulse  •  Jan 12, 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.

Fixed-Income-Team-Tile
 
page
Market Pulse  •  Dec 18, 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.

Fixed-Income-Team-Tile
 
page
Market Pulse  •  Dec 13, 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.

Fixed-Income-Team-Tile
 
page
Market Pulse  •  Dec 13, 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.

Fixed-Income-Team-Tile
 
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Market Pulse  •  Nov 27, 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.

Fixed-Income-Team-Tile
 
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Market Pulse  •  Nov 19, 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).

Fixed-Income-Team-Tile
 
page
Market Pulse  •  Sep 16, 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.

Fixed-Income-Team-Tile
 
page
Market Pulse  •  Aug 21, 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.

Fixed-Income-Team-Tile
 
page
Market Pulse  •  Aug 01, 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.

Fixed-Income-Team-Tile
 
page
Market Pulse  •  Jul 25, 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.

Fixed-Income-Team-Tile
 
page
Market Pulse  •  Jul 11, 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.

Fixed-Income-Team-Tile
 
page
Market Pulse  •  Jul 01, 2019

U.S.-China Talks at G20 Go Slightly Better than Expected 

Jim Caron
U.S.-China trade talks at the G20 went better than expected. What does this mean for your portfolio? Jim Caron of the Global Fixed Income Team shares his investment strategy.

Fixed-Income-Team-Tile
 
page
Market Pulse  •  Jun 24, 2019

Cashing in on Fed ‘Insurance’ Rate Cuts 

Jim Caron
With rate cuts mostly priced into the market, Jim Caron of the Global Fixed Income Team shares his investment strategy for the remainder of the year.

Fixed-Income-Team-Tile
 
page
Market Pulse  •  Jun 18, 2019

Volatility May Rise as Prices Decipher the Fed 

Jim Caron
Will the Fed cut rates soon? The market seems to think so, but the Fed doesn’t seem so inclined. Jim Caron shares his views and opportunities that may be flying under the radar.

Fixed-Income-Team-Tile
 
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Market Pulse  •  May 31, 2019

What is the Rates Market Telling Us? 

Jim Caron
The breakdown in U.S.-China trade negotiations is signalling slower growth and lower inflation across the globe. A flattening yield curve is just a logical adjustment to this new information.

Fixed-Income-Team-Tile
 
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Market Pulse  •  May 06, 2019

U.S.-China Tensions: Not a Widespread Risk…Yet 

Jim Caron
U.S.-China trade talks seem to be at an impasse. Jim Caron, Global Fixed Income Team, shares why he believes the global market impact of these talks is not a systemic market event…yet

Fixed-Income-Team-Tile
 
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Market Pulse  •  May 02, 2019

The Fed's Conundrum 

Jim Caron
The Fed is now left with a conundrum on how to boost inflation, but avoid creating an asset bubble. Jim Caron from the Global Fixed Income Team shares his views.

Fixed-Income-Team-Tile
 
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Market Pulse  •  Apr 02, 2019

Fed Policy & China Stimulus to Prevail 

Jim Caron
Jim Caron explains why he believes the markets will be bolstered in the 2H19 by the U.S. Federal Reserve's current policy path and the stimulus being implemented in China.

Fixed-Income-Team-Tile
 

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