| 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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| Global Fixed Income Bulletin • Jun 15, 2020 | |
The Tide Turns: It’s More than Hope
Global Fixed Income Team
Despite unprecedented bad economic data and the uncertain course of the coronavirus, markets continued on an upward trajectory in May and rallied further.
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| 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 • 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.