global-fixed-income-bulletin market-pulse page
Global Fixed Income Bulletin  •  15-Feb-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 page
Global Fixed Income Bulletin  •  15-Jan-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 market-pulse page
Global Fixed Income Bulletin  •  16-Dec-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 market-pulse page
Global Fixed Income Bulletin  •  11-Nov-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 market-pulse page
Global Fixed Income Bulletin  •  11-Nov-2020

¿Cuál es el tamaño de las olas? 

Global Fixed Income Team
Una vez pasadas las elecciones estadounidenses, el alcance del estímulo fiscal y el resurgimiento del virus siguen siendo dos grandes interrogantes para la economía mundial y los mercados de bonos.

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global-fixed-income-bulletin market-pulse page
Global Fixed Income Bulletin  •  16-Oct-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 market-pulse page
Global Fixed Income Bulletin  •  14-Sep-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 market-pulse page
Global Fixed Income Bulletin  •  14-Aug-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 market-pulse page
Global Fixed Income Bulletin  •  15-Jul-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 market-pulse page
Global Fixed Income Bulletin  •  15-Jun-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 market-pulse page
Global Fixed Income Bulletin  •  15-Jun-2020

Cambian las mareas: más que esperanza 

Global Fixed Income Team
A pesar de los negativos datos económicos sin precedentes y la incertidumbre en torno a la evolución del coronavirus, los mercados siguieron trazando una trayectoria alcista en mayo y siguieron subiendo.

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global-fixed-income-bulletin market-pulse page
Global Fixed Income Bulletin  •  15-May-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 market-pulse page
Global Fixed Income Bulletin  •  16-Apr-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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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.
 
 

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