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.
With a sharp repricing event in the rates market over the week, we examine the potential implications for investors.
With inflation chatter growing louder across markets, we examine the underlying drivers and what this could mean for central bank policy in the medium term.
As energy prices break through highs, we analyse the implications for fixed income investors from this dramatic increase.
With US and UK government bond yields jumping higher, we take a look at the drivers and where yields could go from here.
Corporate credit continues to provide opportunities to earn carry against a backdrop of slowing growth momentum and tight spreads.
Gain insights on fundamentals, quantitative valuations, technical and more in the weekly report by the Global Fixed Income, Currency & Commodities (GFICC) team.
Gain insights on fundamentals, quantitative valuations, technical and more in the weekly report by the Global Fixed Income, Currency & Commodities (GFICC) team.
Gain insights on fundamentals, quantitative valuations, technical and more in the weekly report by the Global Fixed Income, Currency & Commodities (GFICC) team.
Fixed income fundamentals remain healthy, supported by strong economic data, central bank policies and evidence that vaccines may allow economies to avoid fresh lockdowns. The recent rally in rates may have created opportunities in high yield.
Unprecedented stimulus was effective yet challenges remain. Above Trend Growth is still our base case; our preferences include certain U.S. corporates, munis.
Unprecedented stimulus was effective yet challenges remain. Above Trend Growth is still our base case; our preferences include certain U.S. corporates, munis.
Our quarterly EMD strategy report assesses the latest economic developments in emerging markets and sets out our base case scenario for the asset class
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.