| Global Fixed Income Bulletin • Dec 15, 2021 | |
And the Beat Goes On …
Global Fixed Income Team
Uncertainty around Omicron in conjunction with hawkish central banks has upended credit and equity markets. How will this affect the growth/inflation nexus?
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| Global Fixed Income Bulletin • Nov 15, 2021 | |
Is Monetary Policy Angst Overdone?
Global Fixed Income Team
While policy normalization has begun, learn why we believe major central banks will likely take a more leisurely approach to policy adjustments than the market expects and why we feel it will be a ‘long and winding road’ to tighter monetary policy.
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| Global Fixed Income Bulletin • Oct 15, 2021 | |
Who Let the Hawks Out?
Global Fixed Income Team
With inflationary pressures stronger and central banks less dovish, we expect government bond yields to drift higher as we move towards tighter monetary policy.
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| Global Fixed Income Bulletin • Sep 15, 2021 | |
Traversing Peaks
Global Fixed Income Team
With investors debating when economic growth, Covid and inflation will peak, it may be useful to focus on what we know with certainty rather than sentiment.
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| Global Fixed Income Bulletin • Aug 19, 2021 | |
What's Going On?
Global Fixed Income Team
Looking at the performance of U.S. Treasuries (and other developed government bond markets), one could be forgiven if one believed the economy was sinking. Other financial asset prices are sending a message that all is well. What gives? The Global Fixed Income Team explores.
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| Global Fixed Income Bulletin • Jul 16, 2021 | |
Where Is All the Yield Going?
Global Fixed Income Team
Yields continuing to fall, credit spreads tightening and equities rallying despite bearish news. The Global Fixed Income team discuss an extraordinary June.
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| Global Fixed Income Bulletin • Jun 16, 2021 | |
Where Did Volatility Go?
Global Fixed Income Team
A quiet May saw the constructive market narrative continue. How long will this last, what does this mean for investors? The Global Fixed Income team discuss.
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| Global Fixed Income Bulletin • May 14, 2021 | |
Welcome to the Brave New World!
Global Fixed Income Team
After rising significantly in March, U.S. Treasuries and most other developed market government bond yields fell measurably, despite solid, surprisingly strong economic data. The Global Fixed Income Team examines what these dynamics mean for fixed income investors.
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| Global Fixed Income Bulletin • Apr 23, 2021 | |
The More Things Change, the More they Stay the Same
Global Fixed Income Team
Vaccination numbers are far better than anticipated, but, given market pricing and expectations, the strategy implications remain unchanged. GFIO Team explores.
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| Global Fixed Income Bulletin • Mar 15, 2021 | |
A Tantrum, or the Return to Fair Value?
Global Fixed Income Team
It’s all about the economy. According to the Global Fixed Income Team, the outlook for fixed income, more than ever, is about the trajectory of the economy and policymakers’ attitude towards it.
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| Global Fixed Income Bulletin • Feb 15, 2021 | |
Alea iacta est ('the die is cast')
Global Fixed Income Team
We want to own those areas that can withstand further macro/virus volatility and higher yields but have enough yield/spread to offer reasonable 2021 returns.
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| Global Fixed Income Bulletin • Jan 15, 2021 | |
Everything’s Changed… Nothing’s Changed: Extraordinary Returns in an Extraordinary Year
Global Fixed Income Team
Our Global Fixed Income team discuss an extraordinary 2020 and argue that monetary and fiscal policy will play a critical role in asset performance in 2021.
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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.