Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Approaches to fixed income investing - flexible versus conventional?
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.
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
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.
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Long-term Capital Market Assumptions 2017 Theme-Credit cycles
A summary of the factors driving global markets over the last month.