FOMC Statement: January 2025
Following the Fed’s announcement, find our latest market views from the Global Fixed Income Currency & Commodities (GFICC) U.S. rates team.
Latest Insights
Following the Fed’s announcement, find our latest market views from the Global Fixed Income Currency & Commodities (GFICC) U.S. rates team.
Potential reform of the government-sponsored enterprises (GSEs) could have significant implications for investors, taxpayers, and the broader housing market.
In this blog, we discuss our GDP forecast for 2025 and China’s policy responses to trade war 2.0.
Following the Fed’s announcement, find our latest market views from the Global Fixed Income Currency & Commodities (GFICC) U.S. rates team.
Emerging market companies adapt to thrive
Emerging Markets Debt under Trump 2.0
Following the Fed’s announcement, find our latest market views from the Global Fixed Income Currency & Commodities (GFICC) U.S. rates team.
What does the Fed's pivot mean for the ECB and BoE? Labour market differences will be the key driver.
Next week, the BRICS nations are meeting to further discuss how to reduce their reliance on the US dollar. What are the potential implications for the global currency landscape?
Following the Fed’s announcement, find our latest market views from the Global Fixed Income Currency & Commodities (GFICC) U.S. rates team.
Following the Fed’s announcement, find our latest market views from the Global Fixed Income Currency & Commodities (GFICC) U.S. rates team.
In this blog, we highlight some recent developments regarding China's macro and policy arrangement, and provide investment implications.
Following the Fed’s announcement, find our latest market views from the Global Fixed Income Currency & Commodities (GFICC) U.S. rates team.
CLOs offer an attractive and scalable opportunity to gain exposure to highly-rated floating-rate assets with attractive spreads.
Following the Fed’s announcement, find our latest market views from the Global Fixed Income Currency & Commodities (GFICC) U.S. rates team.
China’s March NPC meeting recap and investment implications amid transition from “old China” to “new China”
Riding the curve with leveraged loans…read more to learn why
Following the Fed’s announcement, find our latest market views from the Global Fixed Income Currency & Commodities (GFICC) U.S. rates team.
We believe any US dollar rally in a global recession will be short, shallow or may not even take place at all…learn why.
Corporate credit ratings, produced by rating agencies, can be a rich source of information for constructing and managing corporate bond portfolios.
Following the Fed’s announcement, find our latest market views from the Global Fixed Income Currency & Commodities (GFICC) U.S. Rates team.
Following the Fed's announcement, find our latest market views from the Global Fixed Income, Currency & Commodities Team (GFICC).
The agency CMBS market offers an attractive way for fixed income investors to access one of the more resilient sectors of the commercial real estate market.
The ‘Blue wave’ the market had prepared for now appears to be more of a ‘Blue ripple’ and currency markets are adjusting to a different political outlook.
Emerging Markets Local Currency debt emerged as one of our best ideas at our most recent investment quarterly meeting. This isn't just about the US Dollar; we like what we see in local EM.
We review July's ECB monetary policy and determine the impacts on the ECB and the Eurozone.