Why the US dollar may not be as overvalued as you think
Why the US dollar may not be as overvalued as you think
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Misperceptions of fiduciary responsibilities persist
Written by ERISA Strategist Dan Notto, this bulletin discusses insights from our 2019 DC Plan Sponsor Survey
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 Bond Bulletin: Forget the fundamentals?
A slew of fundamental developments over the week suggests the macroeconomic backdrop continues to deteriorate, and yet bond markets are still generating strong returns across not only safe havens but also risk assets. Can this momentum persist into Sept.
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: Time for a breather?
Credit markets have enjoyed a strong march upwards, supported by robust technicals and a broadly positive fundamental backdrop. With issuance set to pick up, could now be the time to take some chips off the table?
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?
Currencies through an ESG lens
Currencies through an ESG lens