Weekly Bond Bulletin: Balancing dollar bearishness
We may not be outright US dollar bulls, but fundamentals and quantitative valuation factors both suggest that investors are currently too negative on the currency.
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Weekly Bond Bulletin: Green Shoots?
Core bond yields have pushed higher since the end of October. Is the move warranted by a shift in the fundamental picture, and where could we go from here?
Why the US dollar may not be as overvalued as you think
Why the US dollar may not be as overvalued as you think
Weekly Bond Bulletin: Finding the EM nuances
Emerging market debt is underpinned by a solid fundamental backdrop, but the local index is at all-time tights. A differentiated approach seems warranted.
Weekly Bond Bulletin: Divergent paths for high yield corporates
As an increasing number of high yield corporates run into trouble we question whether the rise in corporate distress is a signal for more caution, or if lower rated credits now look more attractive at improved valuations.
Weekly Market Recap
Start the week off right with this one-page snapshot of headlines and market performance.
The Demographic Challenge to Above 2% Growth
Given current and projected productivity and labor supply dynamics, productivity is unlikely to provide a significant lift to future growth.
Weekly Bond Bulletin: Will this time be different for Japan?
The Bank of Japan has reacted to a persistently flat yield curve by adjusting its Rinban operations and by signalling that a potential rate cut is around the corner. But will these attempts to steepen the curve be sustainable?
Weekly Bond Bulletin: A matter of time
The Bank of Japan has reacted to a persistently flat yield curve As demand for duration sendsby adjusting its Rinban operations and by signalling that a potential rate cut is around the corner. But will these attempts to steepen the curve be sustainable?
Weekly Bond Bulletin: Defensive shift
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?