| 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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| Global Fixed Income Bulletin • Dec 16, 2020 | |
The Heat Is On
Global Fixed Income Team
Our Global Fixed Income team believe that vaccine makers, governments, legislators, central banks and citizens can deliver a bright economic future in 2021/22.
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| Global Fixed Income Bulletin • Nov 11, 2020 | |
How Big Are the Waves?
Global Fixed Income Team
With the U.S. election in the rear-view mirror, the scope of fiscal stimulus and a resurgent virus remain two big questions for the global economy and bond markets.
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| Global Fixed Income Bulletin • Oct 16, 2020 | |
The Devil Is in the Details
Global Fixed Income Team
Our Global Fixed Income team discuss a “most challenging month for financial markets” and argue their long risk position is the best way to position portfolios.
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| Global Fixed Income Bulletin • Sep 14, 2020 | |
Consolidation Is the Name of the Game
Global Fixed Income Team
A benign August saw positive trends continue. How long will this continue, what does this mean for fixed income investors? The Global Fixed Income team explore.
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| Global Fixed Income Bulletin • Aug 14, 2020 | |
The Song Remains the Same
Global Fixed Income Team
Despite good news on the policy front, challenges remain - U.S./China relations, U.S. fiscal cliff, U.S. elections and the pandemic - yet we remain optimistic.
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| Global Fixed Income Bulletin • Jul 15, 2020 | |
Can It, Will It, Continue?
Global Fixed Income Team
With infection rates rising globally we ask whether the economic recovery can continue if health and employment concerns depress earnings and spending power.
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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.