In conversation with Cary Fitzgerald
Read discussions from portfolio managers on the topic of how inflation and other external factors are predicted to impact bond market opportunities.
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Read discussions from portfolio managers on the topic of how inflation and other external factors are predicted to impact bond market opportunities.
The inflation picture in the US and Europe is similar, but the growth environment less so. Although some signs of reaccelerating growth have emerged in Europe, the starting point remains sub-trend. Against this backdrop, we look at the expectations for interest rate cuts in both regions.
Fixed Income Perspectives
Every December, we publish our predictions for the year ahead. We believe these predictions have at least a 1-in-3 probability of materializing – making them realistic, while not necessarily our base case, and a surprise relative to investor positioning.
The Bloomberg US Aggregate Index (the Agg) has a long history and is solidly entrenched as a benchmark for bond performance. However, since launching in the mid 1980s, its rules-based construction has grown antiquated and no longer delivers the well-diversified portfolio many believe it to be. Instead of accepting passive strategies that follow this index, investors may prefer strategies deliberately designed for their desired outcome — active Core and Core Plus.
The Liability-Driven Investing team discusses U.S. fixed income markets and explores how pension investors can take advantage of higher yields.
As Fed policy shifts, fixed income strategies need to manage changing correlations between risk assets and duration.
The Bloomberg US Aggregate Index (the Agg) has a long history and is solidly entrenched as a benchmark for bond performance. However, since launching in the mid 1980s, its rules-based construction has grown antiquated and no longer delivers the well-diversified portfolio many believe it to be. Instead of accepting passive strategies that follow this index, investors may prefer strategies deliberately designed for their desired outcome — active Core and Core Plus.
Portfolio Manager James McNerny discusses the Fed hiking cycle and identifies opportunities on the short end of the curve.
Rick Figuly, lead Portfolio Manager of the Core Bond Strategy, discusses the latest in bond investing, including the inflation and rates outlook, opportunities agency-backed securities and commercial real estate valuations.
Watch Janet He, Emerging Market Debt Research, and Meghana Chugani, Fixed Income Investment Specialist, discuss common misconceptions and our approach to ESG investing within emerging market debt.