Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using options market prices to infer expected tail gains and tail losses.
Global Head of Fixed Income Jim Cielinski discusses how attempts to push back on globalization could increase volatility and create a rocky path for investors.
Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.
Jenna Barnard, Co-Head of Strategic Fixed Income, explores the options for meaningful policy easing by developed market central banks in the face of the current downturn in global activity.
The dovish tilt to global monetary policy should be supportive of asset prices in the near term but Portfolio Managers Tom Ross and Seth Meyer observe that an extension of the credit cycle does not mean abandoning selectivity within high-yield bonds.
Co-Head of Global Bonds Nick Maroutsos explains why Asia may be an attractive destination for bond investors as loose developed market monetary policy lingers.
The U.S. Fixed Income team cautions that the tug-of-war between slowing growth and accommodation will likely be accompanied by periods of heightened uncertainty.
Portfolio Manager John Fujiwara explains how equity and bond views of the U.S. economy are at odds with each other following the Fed’s dovish pivot.
Companies across all industries are working to transition to a digital economy – some with more success than others.
Michael Futterman, Head of Knowledge Labs™ Professional Development, explains the importance of clear communication between advisors and clients.
Nick Cherney explains how thematic investing allows investors to tap into opportunities presented by broad macroeconomic trends, such as the growing organics market.
Andy Acker discusses how biopharmaceutical companies utilize M&A strategies to fill product pipelines and maintain steady cash flows.