Fixed Income Insights
We highlight themes and implications from various fixed income teams to help guide your portfolio decisions.
The speed and magnitude of the sell-off and subsequent rally in the high yield market has been unprecedented. After the intense volatility experienced so far, we look at the main questions on the minds of high yield investors as they position for the remainder of the year.
Gain insights on fundamentals, quantitative valuations, technical and more in the weekly report by the Global Fixed Income, Currency & Commodities (GFICC) team.
Read our fixed income team’s perspective on global fixed income markets and the global economy.
Explore the insights and implications from the Global Fixed Income Investment Quarterly Meeting. Find out more about recent macro-economic trends and sector developments.
In our view, emerging market growth, led by China, should surge in 2021 – easily eclipsing the US and European recoveries in the process. We expect this acceleration to support the case for emerging market assets.