Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
In this paper, Rupert Brindley discusses why the concept of the forward rate of interest is central to fixed income investing, and how it informs long-term forecasting processes.
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Markets, economy, stocks, growth, global, fixed income, international, asset classes
The potential for unilateral US currency intervention arose as a topic of research interest last year, and discussion has intensified over recent weeks.
We expect the US dollar to underperform ahead of the first Federal Reserve (the Fed) interest rate cut of this cycle.
Observe how our investment professionals outline their thoughts and methods that are currently aligned with improving global growth—these are their perspectives across equities, alternatives, and fixed income asset classes.
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
DC plans should consider adding multi-asset credit strategies to their default strategies