Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
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.
Insight on navigating geopolitical risk amid shifting attitudes toward globalization.
Portfolio Manager John Pattullo says a combination of fiscal and monetary policy, along with structural reform, is needed to spur global growth.
Co-Head of Global Credit Research and Portfolio Manager John Lloyd explains why concerns surrounding the growth in BBB-rated debt may be overblown.
Yields on global bonds continued to fall this week as concerns over trade issues escalated and investors sought safety in risk-free assets.
Low growth and low inflation in certain developed markets could present opportunities for U.S. bond investors.
Portfolio Manager Seth Meyer discusses the current state of the high-yield market, which he views as fairly priced.