Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
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.
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.
Portfolio Manager Mayur Saigal discusses the fixed income landscape and why a higher allocation to corporate credit may be warranted today versus 2018.
Learn how currency hedging can boost a global bond investor’s return – and why it matters for U.S. dollar-based investors today.
A book on investing written by a woman in 1892 contains surprising parallels with today’s bond market.
Co-Head of Global Bonds Nick Maroutsos discusses why the Federal Reserve’s next move could be a rate cut.
Nick Maroutsos, Co-Head of Global Bonds, explains why understanding correlation is important to achieving diversification.
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, explains how and why so many major central banks have been wrong footed on economic growth in their countries and around the globe.
Shifting consumer habits are shaking up the food and beverage industry, creating the need for a selective approach when owning these traditionally defensive names.