| Global Fixed Income Bulletin • May 30, 2022 | |
Annus Horribilis
Global Fixed Income Team
While many problems in the world can be blamed on the Russian/Ukrainian situation, it is not the primary driver anymore. The reason for the carnage in April: inflation, inflation, inflation! The Global Fixed Income team shares its thoughts.
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| Global Fixed Income Bulletin • Apr 27, 2022 | |
One Small Step for Interest Rates, One Giant Leap for Monetary Policy
Global Fixed Income Team
March was another brutal month for financial markets, capping one of the worst quarters since the 1980s. Indeed, it did not take long for markets to realize the inflationary/stagflationary implications of the war and resulting sanctions on Russia. The Global Fixed Income team shares its thoughts.
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| Global Fixed Income Bulletin • Mar 23, 2022 | |
Navigating through the Fog of War
Global Fixed Income Team
Financial markets have gone from worrying about COVID-19 to worrying about the Russian invasion of Ukraine. The Global Fixed Income team shares its thoughts.
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| Global Fixed Income Bulletin • Feb 28, 2022 | |
Do Central Bankers Need to Calm Down?
Global Fixed Income Team
The Global Fixed Income Team examine January’s hawkish turn, as leading central banks pivoted towards accelerated monetary tightening, surprising the market.
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| Global Fixed Income Bulletin • Jan 15, 2022 | |
Déjà vu? No, 2022 Will Not Look Like 2021
Global Fixed Income Team
How impactful will Omicron be? How much should markets fear the Fed? Will inflation slow? The Global Fixed Income Team examine the prevailing market dynamics.
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| 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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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.