The future of fixed income is anything but fixed
From recession to recovery, and whether you’re investing for income or growth, fixed income is a vital part of a diversified portfolio. But today’s unprecedented investment landscape reminds us that the future of fixed income is anything but fixed.
Growth is weakening across the US as a real income shock is dampening economic activity. We analyse whether this trend is likely to continue and if a recession is inevitable.
The US Federal Reserve (Fed) kicked off its hiking cycle and began the journey towards tighter monetary policy. But the end destination remains unclear and the uncertainty is unsettling markets.
Fixed income investors are feeling the chill from sanctions on Russia and the rising risk of stagflation. We assess the implications of the Russia-Ukraine conflict across the global fixed income market.
The impact of the conflict in Ukraine has led to a surge in commodity prices. We examine the ramifications of the price increases on currency markets.
Markets’ sharp repricing across corporate credit has created valuation opportunities amid ongoing broader market volatility. We argue why it makes sense to add back risk exposure.
Continuous upside inflation surprises have put pressure on developed market central banks to make a hawkish turn. We look at the European Central Bank’s (ECB) recent hawkish shift and its implications for the broader European fixed income market.
‘Don’t fight the Fed’ has been a common mantra since the Global Financial Crisis. Following Fed Chair Powell’s January press conference, we analyse if the central bank can beat its next opponent, rampant inflation.
Following a big upside surprise in the US consumer price index (CPI) and strong economic momentum, we analyse if the US could be poised for a return to exceptionalism.
With US and UK government bond yields jumping higher, we take a look at the drivers and where yields could go from here.
Whether you’re investing for income or seeking diversification and volatility management in a growth portfolio, we have fixed income solutions to help you achieve your goals.
The value of investments may go down as well as up and investors may not get back the full amount invested.