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Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields decline as risk assets perform well
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U.S. Treasury yields declined again last week, as technical dynamics and non-U.S. demand outweighed better economic data and rising inflation. 10-year Treasury yields fell -8 basis points, helping all major fixed income market segments to rally.
Market Outlooks
Weekly Investment Commentary: Equities reach record high on strong economic data
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Stronger-than-expected economic news propelled stocks to new highs last week. Lower Treasury yields helped drive the outperformance of growth and momentum styles after those areas of the market meaningfully lagged value in the first quarter. The biggest sector winners this week were utilities, materials and health care, which each gained 3% or more. No sectors posted negative returns for the week.
Macroeconomic & Geopolitical
Five Forces in International Equities Investors May Be Underestimating
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Global Head of International Equities Justin Thomson surveys five global trends that many international equity investors may be underestimating.
Fixed Income Insights
Why the Eurozone Will Not Mirror China’s Post-COVID Recovery
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The eurozone's post-COVID recovery is set to be slower and more painful than China's.
Investing Ideas
Why the Time Is Right to Consider Investing in Emerging Market Local Debt
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In the post-COVID landscape, EM local bonds can play an important role in portfolios as a potential income-generating growth asset.
Policy and Regulatory Commentary
Cooling U.S.‑Europe Trade Tensions Could Lead to Bigger Deal
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The prospects of the U.S. resolving key trade challenges with the EU have improved. The U.S. is likely to remain hawkish toward China.
Fixed Income Insights
Fasten Your Seatbelt for More Interest Rate Volatility
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The trends of rising global bond yields and interest rate volatility are likely to continue in fixed income markets.