| Global Fixed Income Bulletin • May 15, 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 • Apr 16, 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 • Feb 29, 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 • Feb 15, 2020 | |
Just When You Thought It Was Safe to Go Back in the Water...
Global Fixed Income Team
Although markets grappled with conflicting forces in January – upbeat economic data versus the coronavirus risk – the Morgan Stanley Global Fixed Income Team explain their cautious optimism.
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| Global Fixed Income Bulletin • Jan 15, 2020 | |
Living the High Life Again…but for How Long?
Global Fixed Income Team
With a remarkable end to 2019, what will the New Year bring? The Morgan Stanley Global Fixed Income Team shares their outlook for investment opportunities in 2020.
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| Global Fixed Income Bulletin • Nov 30, 2019 | |
The Song Remains the Same
Global Fixed Income Team
December’s unequal, even seemingly random, bond market performance reinforces our thesis that there are few themes that investors can latch onto.
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| Global Fixed Income Bulletin • Nov 18, 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 • Oct 17, 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 • Sep 20, 2019 | |
Volatility and Uncertainty Continue
Global Fixed Income Team
Why have government bonds and other fixed income assets prevailed in the current market environment while other sectors and asset classes have struggled?
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| Global Fixed Income Bulletin • Aug 19, 2019 | |
Just When It Looked Safe to Go Back in the Water
Global Fixed Income Team
We were set for a quiet August, but financial markets had other plans. The Global Fixed Income Team believes this change of events should be taken seriously.
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| Global Fixed Income Bulletin • Jul 17, 2019 | |
Central Banks Poised to Keep the Expansion Rolling
Global Fixed Income Team
Central Banks seem poised to do all in their power to keep the expansion rolling. The Global Fixed Income team shares their review of the first half of 2019 and their outlook for the second half.
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| Global Fixed Income Bulletin • Jun 25, 2019 | |
Déjà vu...Maybe Not
Global Fixed Income Team
Fixed income markets are behaving a lot like last year. Is this déjà vu? We don’t think so. The key difference is that the Fed is in play and can cut rates. The Global Fixed Income Team shares their view.
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| Global Fixed Income Bulletin • Apr 17, 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.