Fixed income assumptions
What are the bright spots in fixed income?
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Corporate EMD belongs in core fixed income portfolios
Scott McKee, Emerging Markets Corporate Bond portfolio manager, explores the opportunity set in corporate EMD
Bond markets maintain optimism
Weekly Bond Bulletin: Bond markets maintain optimism
With sentiment showing signs of improvement following recent macro data releases, is now the right time to build risk in portfolios?
Weekly Bond Bulletin: Trade halting a positive repricing?
As a recovery in macro data produces glimmers of hope for the global economy, we question whether there is any value buying risk assets heading into the final month of the year, or if the market first needs more clarity on a trade deal to price in its con
Weekly Bond Bulletin: European relative yield
European high yield spreads are still above their long-term tights, but that doesn’t take quality into account. Are fundamentals robust enough to justify taking more risks?
Why the US dollar may not be as overvalued as you think
Why the US dollar may not be as overvalued as you think
Why the US dollar may not be as overvalued as you think
Weekly Bond Bulletin: Balancing dollar bearishness
We may not be outright US dollar bulls, but fundamentals and quantitative valuation factors both suggest that investors are currently too negative on the currency.
Weekly Bond Bulletin: Green Shoots?
Core bond yields have pushed higher since the end of October. Is the move warranted by a shift in the fundamental picture, and where could we go from here?