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Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields decline after a long climb
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U.S. Treasury yields closed lower last week, led by longer maturities. Continued recent yield increases prompted strong investor demand, augmented by disappointing economic data, which shifted market momentum and pushed rates modestly lower.
Fixed Income Insights
Weekly Fixed Income Commentary: Democratic victories boost Treasury yields
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U.S. Treasury yields closed higher last week, led by longer maturities. Democratic victories in both Georgia Senate races led investors to expect significantly more fiscal stimulus, which could further spark economic growth. The Federal Reserve (Fed) reaffirmed that asset purchases would continue until “substantial further progress” was made toward its goals.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise on positive investor sentiment
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U.S. Treasury yields closed higher last week, led by longer maturities. Investors were encouraged by positive news related to Brexit, coronavirus vaccines and U.S. fiscal relief efforts. The Federal Reserve (Fed) remained dovish at its December meeting, maintaining asset purchases at least at the current level for the foreseeable future.
Fixed Income Insights
2021 Market GPS: Fixed Income Outlook
Market behaviour in 2020 was all about flows: liquidity flooding the markets, a disease travelling through the population, global supply chains reconfiguring, and technology streaming work and entertainment to the masses. Jim Cielinski, Global Head of Fixed Income at Janus Henderson, explains that fixed income is sensitive to flows, and their direction in 2021 will help determine how the asset class navigates the year ahead.
Fixed Income Insights
Weekly Fixed Income Commentary: Risk-off sentiment drives Treasury yields lower
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U.S. Treasury yields declined last week, led by longer maturities. Risk sentiment deteriorated, with investors concerned about a potential no-deal Brexit, rising coronavirus cases and waning prospects for additional U.S. fiscal stimulus. This week’s Federal Reserve (Fed) meeting is not expected to result in any policy shifts, but the Fed could extend the maturity of its Treasury purchases.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise on prospects for stimulus
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Long U.S. Treasury yields increased sharply last week, while shorter-maturity yields were little changed. Prospects for additional U.S. fiscal stimulus, boosted by weaker-than-expected employment data, provided investors with hope that a new federal aid package would lift future growth. Concerns remain over short-term virus-related challenges, however.
Fixed Income Insights
ISG Insight: A mostly benign outlook for US inflation
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The stabilisation of US economic growth amid unprecedented fiscal and monetary stimulus has raised questions about the likelihood of inflation returning. Jim Cielinski, Global Head of Fixed Income, and Andrew Mulliner, Global Bonds Portfolio Manager, both members of the Fixed Income ISG, explain why they do not see significant risks of sustained higher inflation materialising in the next few years, though caution that short-term spikes are possible and investors should evaluate the diversity that their fixed income portfolios provide.