Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
Jenna Barnard, Co-Head of Strategic Fixed Income, shares her latest views on the bond market, explaining what she sees as possibly the early innings for an intermediate, cyclical, sovereign bond bull market.
With the U.S. economy potentially slowing, the Federal Reserve says it does not expect to raise rates in 2019. Co-Head of Global Bonds Nick Maroutsos explains what that could mean for investors.
Nick Maroutsos, Co-Head of Global Bonds, explains why higher yields on shorter-dated bonds may prove attractive for income-focused investors rattled by rising equity market volatility.
John Pattullo, Co-Head of Strategic Fixed Income, explains how the team arrives at a decision to include a particular bond in their portfolios.
Co-Head of Global Bonds Nick Maroutsos argues why the Federal Reserve has likely hit the pause button on future rate hikes.
John Pattullo, Co-Head of Strategic Fixed Income, discusses the range of factors he believes indicate that current inflation is more cyclical than structural.
John Pattullo, Co-Head of Strategic Fixed Income, discusses the range of factors that he believes indicate that current inflation is more cyclical than structural.
A number of factors are set to influence agency MBS in 2019. Head of U.S. Securitized Products John Kerschner discusses the market’s dynamics and the risks and opportunities on the horizon.
Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.
Credit managers Tom Ross, Thomas Hanson and Seth Meyer contrast the current backdrop for high yield with previous tightening cycles, indicating that dispersion can be the friend of the active investor.
Nick Maroutsos explains why the Fed will likely not meet its 2019 interest rate target and how investors should position themselves for a more subdued rate path.
Portfolio Managers Darrell Watters and Mike Keough identify signals indicative of an advancing credit cycle and highlight what to watch in the year ahead.