Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
Equity analyst Barrington Pitt Miller explains how a vulnerable market infrastructure may lead to a liquidity crunch with dire consequences in key markets.
Ben Lofthouse and Bethany Payne respond to the rejection of the May’s Brexit deal and the uncertainty that surrounds the UK’s future relationship with the EU.
In the first of two videos, George Maris, Co-Head of Equities – Americas, discusses fundamental reasons for the return of market volatility.
Portfolio Managers Jonathan Coleman, CFA, and Scott Stutzman, CFA, share their insights on December’s market slide, and where they see opportunity after the sell-off.
Ryan Myerberg, Portfolio Manager on the Global Bonds team, examines the outcome of the latest Fed meeting and the reaction in the markets.
Fed’s Nod to Reality Considered Insufficient by Markets
After talks at the G20 summit in Argentina last weekend brought a temporary truce in the China/U.S. trade wars, Charlie Awdry, China equities portfolio manager, provides an update.
Head of U.S. Fundamental Fixed Income Darrell Watters and Portfolio Manager Mayur Saigal react to the Fed’s most recent rate hike and discuss what’s to come.