Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
J.P. Morgan 2019 LTCMA Fixed Income Assumptions
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.
G4 government bonds: A slow road to low yields
Yield in Europe is increasingly hard to come by, but with the European Central Bank (ECB) expected to ease monetary policy, should investors maintain their fixed income positioning?
A new trade announcement from the Trump administration has comprehensively overshadowed the Federal Reserve’s first rate cut since the financial crisis. What impact will the most recent round of tariffs have on the economy and on markets?
Global - Currency Thoughts - PDF
Article discussing how low growth, low yield environments are good for equity income investing.
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
With the European Central Bank (ECB) set to resume quantitative easing, can European high yield spreads return to their lows of the last time around?