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Fixed Income Insights
The Dire Outlook for Bonds in the Wake of COVID-19
This piece is approved to use with clients.
This brief update revisits the main tenets of “The Bleak Future of Bonds” paper and provides updates to some key numbers in the aftermath of the COVID-19/coronavirus crisis and what this means for portfolio construction going forward.
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.
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.
Fixed Income Insights
Views on the Dynamic Post-Pandemic Trading Environment
This piece is approved to use with clients.
Our global fixed income trading team provides valuable insights that inform the positioning in our fixed income portfolios.
Macroeconomic & Geopolitical
Redistricting and Retirements Will Send Shockwaves Through Washington
A few weeks ago, we discussed how several upcoming special elections will soon impact the margin of power Democrats currently hold in the U.S. House of Representatives.
Macroeconomic & Geopolitical
Recession Indicators: Labor Measures Show Improvement
This piece is approved to use with clients.
ClearBridge Investments believe an improving jobs market will help drive further upside to consumption and GDP expectations as individual stimulus payments begin to wane.
Macroeconomic & Geopolitical
Anatomy of a Recession: Expecting an Economic Boom
Jeff Schulze, Investment Strategist at ClearBridge Investments, a specialist investment manager of Franklin Templeton, discusses why expectations for GDP growth in the US are soaring, how high the 10-year Treasury could rise, and why not to fear inflation long-term.