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.
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.
Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.
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.
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.
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 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.
Companies across all industries are working to transition to a digital economy – some with more success than others.
In this quarterly webinar, Ashwin Alankar, Ph.D., Head of Global Asset Allocation, shares his perspective on current risks and opportunities in the market.
Learn about the deficiencies of current LDI implementation and how an adaptive LDI approach may help.
With the current cycle particularly long in the tooth, Portfolio Managers Ted Thome and Alec Perkins discuss why investors should consider allocating to defensive value.
Read the latest insights from our research team and learn how they are navigating the opportunities and risks within each sector.