report by BlackRock
Results for ""
Fixed Income Insights
Mortgage-backed securities: Priced for imperfection?
Curated content for RIAs.
Head of U.S. Securitized Products John Kerschner and Portfolio Manager Nick Childs explain why they believe key risks are now largely priced in to fixed income markets, with selective areas – particularly mortgage-backed securities (MBS) – presenting an opportunity to provide favorable rick-adjusted returns.
Market Outlooks
Allocation Views
This piece is approved to use with clients.
The Franklin Templeton Investment Solutions team continue to anticipate that the cumulative effect of monetary policy tightening will have a dampening effect on economic activity.
Fixed Income Insights
Fixed Income Insights: Key Convictions 1Q23
This piece is approved to use with clients.
Market insights at a glance. On the heels of a turbulent 2022, valuations for fixed-income have not been this attractive in a long time.
Market Outlooks
2023 Outlook: A Pivotal Year
This piece is approved to use with clients.
Northern Trust expects turbulence as inflation and monetary policy fears pivot to a weak global economy, but also to lower inflation and central bank pauses.
Market Outlooks
Investment Perspective: Watching Wages
Inflation tied to wage growth remains resistant to central bank taming.
Fixed Income Insights
Making Sense of Different Signals
Curated content for RIAs.
The Franklin Templeton Investment Solutions team explains why high-yield bonds and equities look bearish in the short-term but bullish over the long-term. In this article, they provide their rationale behind these opposing views.
Market Outlooks
On My Mind: Transitory tightening?
Curated content for RIAs.
Does the latest US data confirm the battle against inflation has already been won? Franklin Templeton Fixed Income CIO Sonal Desai says markets are overly optimistic.