Debates abound on what to make of markets’ behavior. Here we assess the fundamentally-driven changes and outline levers that can be pulled to help close the return gap.
Learn why the emerging market corporate bonds asset class is increasingly viewed as a valuable source of returns and portfolio diversification.
Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.
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.
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.
Portfolio Managers Darrell Watters and Mike Keough identify signals indicative of an advancing credit cycle and highlight what to watch in the year ahead.
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.
Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
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
In this video, Portfolio Managers Nick Maroutsos, Dan Siluk and Jason England discuss the risks with increased issuance and an influx of BBB-rated securities.
Central to a strategy seeking to deliver positive returns is a bond portfolio that incorporates securities able to generate income and have sufficient yield cushions to counteract rising rates. Learn more from our experts.
Our Fundamental Fixed Income team provides insights on potential investment risks and opportunities, and shares our global outlook for the quarter ahead.