| Global Fixed Income Bulletin • 14 sept. 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 • 14 août 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 • 15 juil. 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 • 15 juin 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 • 15 mai 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 • 16 avr. 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 • 29 févr. 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 • 15 févr. 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 • 15 janv. 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 • 30 nov. 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 • 18 nov. 2019 | |
La normalisation se poursuit
Global Fixed Income Team
Octobre a beaucoup ressemblé à septembre. Mais, l’équipe de gestion obligataire pense désormais que les marchés obligataires sont à la croisée des chemins : les données s’amélioreront grâce à la réduction des risques géopolitiques ou nous renouerons avec les craintes de guerre commerciale et la détérioration des fondamentaux économiques.
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| Global Fixed Income Bulletin • 17 oct. 2019 | |
Un mois de retournement
Global Fixed Income Team
Quels sont les trois principaux facteurs ayant déclenché la correction du mois de septembre et quel a été leur impact sur notre positionnement ? Les réflexions de notre équipe de gestion obligataire.
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| Global Fixed Income Bulletin • 17 avr. 2019 | |
Le retour d’un scénario idéal ?
Global Fixed Income Team
Les investisseurs sont optimistes et pensent que les marchés sont sur la bonne voie pour le reste de l’année 2019. Nous sommes d’accord avec eux ! Selon notre équipe obligataire mondiale, les politiques monétaires accommodantes et la baisse des rendements réels vont soutenir les économies et entraîner un allongement du cycle économique.
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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.