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Fixed Income Insights
Market GPS: Fixed Income Perspectives
Featuring the latest quarterly insights from our investment teams:
- Rising bond yields - a validation of recovery or a challenge?
- Don’t fight the wave of rising rates, surf it.
- Harvesting higher yields in today’s bond markets.
- ESG in credit investing: themes, considerations, and implementation.
Market Outlooks
Global Weekly Commentary: Don’t be surprised by surprising data
This piece is approved to use with clients.
We see the recent inflation spike as temporary due to unique restart forces, but see inflation on the rise in the medium term. Both views keep us pro-risk.
Fixed Income Insights
Save Should Not Mean Sacrifice
This piece is approved to use with clients.
Portfolio Manager Nick Maroutsos believes that capital preservation and attractive risk-adjusted returns are not mutually exclusive despite zero-interest rate policy across much of the developed world.
Behavioral Finance
Are Your Clients Experiencing FOMO?
FOMO is often discussed in relation to social media engagement, but it’s also commonly experienced by investors – particularly when stock markets are booming.
Market Outlooks
Accelerating Growth for 2021?
This piece is approved to use with clients.
Portfolio Manager Nick Schommer discusses his outlook for an accelerating and broadening economic recovery in 2021.
Market Outlooks
Global Weekly Commentary: Mind the (rate expectation) gap
This piece is approved to use with clients.
Markets are pricing in a liftoff from near-zero policy rates as early as next year, even though the Fed through its new framework has committed to stay behind the curve on inflation.
Market Outlooks
Global Weekly Commentary: Inflation: beyond near-term volatility
This piece is approved to use with clients.
Inflation looks set to overshoot the Fed’s target as we have expected. Yet we see uncertainties around the near-term persistence of the overshoot as the restart leads to unusual supply and demand dynamics.