Given our view that the global economy is just as likely to contract as expand over the next three-to-six months, is it now time to position fixed income portfolios more defensively?
Daily comprehensive market and economic trends through clear and compelling charts.
Incorporating Environmental, Social & Governance
Start the week off right with this one-page snapshot of headlines and market performance.
The ECB’s forceful stimulus package surprised investors with an open-ended approach to a relaunched QE—asset purchases of €20 billion per month will continue until inflation starts to rise.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
Investment grade and high yield credit in emerging markets have delivered divergent performance over the summer. Could this trend reverse, or is investor caution warranted in the high yield space?
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
The growing amount of negative yielding debt overseas is weighing down on U.S yields as Treasuries become the best house in a bad neighborhood.
2019 PRI Scores