Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
Andrew Mulliner, CFA, a Global Bonds Portfolio Manager, reflects on the European Central Bank’s decision to cut rates and bring back quantitative easing.
Andrew Gillan, Head of Asia ex Japan Equities, explains why investors should focus on Asia’s long-term structural growth story.
Our quarterly report on global dividends finds that payouts hit a new record during the second quarter.
The U.S. high-yield market’s modest return last month obscured significant divergence of returns within the index, highlighting the value of active management.
Following a tumultuous August, the PCS team discusses how fixed income diversification may be overcomplicating and hindering portfolios.
Although the current economic expansion is aging, leading indicators do not indicate a sharp contraction.
Fixed Income Portfolio Managers John Lloyd and John Kerschner discuss the inverted yield curve and its implications for bond investors.
A Q&A on how trade friction; environmental, social and governance (ESG) factors; and demographic issues are impacting financial markets in China.
While the near-term outlook for the global economy remains weak, some signs indicate that 2020 may be a recovery year.
As bond yields fall further, an allocation to REITs could offer the potential for improved risk-adjusted returns in a balanced portfolio.
Investors have flocked to the perceived “stability” of growth stocks, but growth at any price does not always lead to gains.
As investors focus on the slowing global economy, options markets are warning of another risk that may be flying under the radar: inflation.