Global Fixed Income Bulletin • 18-Okt-2024 | |
Video: Goldilocks Redux?
Broad Markets Fixed Income Team
Is market optimism about rates too high? Find out why high volatility potential and tight spreads are making us choosier about bonds.
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Global Fixed Income Bulletin • 18-Okt-2024 | |
Goldilocks Redux?
Broad Markets Fixed Income Team
The Broad Markets Fixed Income Team explores the impact of the Fed's Sepember rate cuts for fixed income investors.
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Global Fixed Income Bulletin • 24-Sep-2024 | |
Video: In Like a Lion, Out Like a Lamb?
Broad Markets Fixed Income Team
When the Fed says "cut," investors ask "How deep?" Find out where we stand on current rate forecasts, plus our outlook for the credit market and the US dollar.
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Global Fixed Income Bulletin • 18-Sep-2024 | |
In Like a Lion, Out Like a Lamb?
Broad Markets Fixed Income Team
Fixed income put in another solid performance in August despite unprecedented volatility in the first two weeks. The Broad Markets Fixed Income Team explores.
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GLOBAL FIXED INCOME BULLETIN VIDEO • 15-Aug-2024 | |
Video: Can the Fed Take Home a Gold?
Broad Markets Fixed Income Team
Explore the latest expectations for Fed rate cuts, reasons to closely watch the US elections, and why we continue to favor short-duration credit.
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Global Fixed Income Bulletin • 12-Aug-2024 | |
Can the Fed Take Home a Gold?
Broad Markets Fixed Income Team
Despite central bank’s reluctance to pre-commit to policy paths, bond investors’ optimism has increased. The Broad Market Fixed Income Team explores.
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GLOBAL FIXED INCOME BULLETIN VIDEO • 23-Jul-2024 | |
Video: Roller Coaster Continues as Elections Generate Volatility
Broad Markets Fixed Income Team
Co-Head of Broad Markets Fixed Income Vishal Khanduja discusses the probability for a U.S. soft landing, the heightened political uncertainty and how investors should think about positioning for volatility.
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Global Fixed Income Bulletin • 16-Jul-2024 | |
Roller Coaster Continues as Elections Generate Volatility
Fixed Income
June was a mixed month for fixed income. Lower US yields were supported by weaker-than-expected inflation and increased market expectations of further rate cuts.What was the impact on fixed income markets? The Broad Markets Fixed Income team explains.
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GLOBAL FIXED INCOME BULLETIN VIDEO • 25-Jun-2024 | |
Video: Lost in the Forest
Fixed Income Team, Broad Markets Fixed Income Team
The market is pricing in rate cuts for the U.S., as global central banks move to ease policy. But are investors getting ahead of themselves? The Federal Reserve remains cautious, and hard data suggests rate-cut delays – not cuts. Will markets reassess their views? Will the Fed change tact? And will rate uncertainty affect opportunities within global fixed income?
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Global Fixed Income Bulletin • 14-Jun-2024 | |
Lost in the Forest
Broad Markets Fixed Income Team
Despite still high levels of growth and inflation (relative to targets), bond investors have become optimistic about future Fed policy. What is the impact on fixed income markets? The Broad Markets Fixed Income team explains.
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Global Fixed Income Bulletin • 13-Mai-2024 | |
All Not So Quiet on the Western Front
Broad Markets Fixed Income Team
The shift in expectations for rate cuts was felt across the world as yields rose in both the developed and emerging markets. The Broad Markets Fixed Income Team explores the impact on investors.
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Global Fixed Income Bulletin • 10-Apr-2024 | |
We’ll take your word for it
Broad Markets Fixed Income Team
Bonds seem to be much more attractive now than they were in early January. The Broad Markets Fixed Income Team explains.
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Global Fixed Income Bulletin • 12-Mär-2024 | |
Decision Time
Broad Markets Fixed Income Team
Yields were broadly higher across the globe in February, as market participants recalibrated their expectations for rate cuts this year. The Broad Markets Fixed Income Team explores the impact on markets.
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Global Fixed Income Bulletin • 15-Feb-2024 | |
Bonds Take a Breather?
Broad Markets Fixed Income Team
After the bond market’s stunning fourth quarter performance it was not much of a surprise that bond yields went up. Where do they go from here? The Broad Market Fixed Income Team explores.
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Global Fixed Income Bulletin • 12-Jän-2024 | |
And the Beat Goes On, But for How Long?
Broad Markets Fixed Income Team
December’s stunning bond market performance was a fitting end to a roller-coaster year. Now comes the hard part. The Broad Markets Fixed Income team explains.
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Global Fixed Income Bulletin • 30-Nov-2023 | |
Whiplash!
Fixed Income Team
November was a bond market for the history books. Now, the question is, where to from here?
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Global Fixed Income Bulletin • 31-Okt-2023 | |
Another October Shocker: Déjà Vu?
Fixed Income Team
Fixed income markets remain challenging, making it difficult to have a high degree of confidence about what will come in 2024. What does it mean for investors?
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