Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
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Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
What are the implications of quantitative tightening for the global bond market?
What are the bright spots in fixed income?
G4 government bonds: A slow road to low yields
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.
Scott McKee, Emerging Markets Corporate Bond portfolio manager, explores the opportunity set in corporate EMD
In this paper, we assess the potential risks associated with such a strategy by stressing capital requirements using spread-implied ratings.
Implications for insurance capital requirements