The impact of recent bank failures and tighter lending conditions on commercial real estate and CMBS.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Central bankers may have got their wish for tighter financial conditions but at what price to the economy and asset markets?
The Portfolio Construction and Strategy team discusses the biggest trends they are seeing in client portfolio consultations.
Considering the risks recent bank failures pose to markets and how investors might position their portfolios accordingly.
Five key bond valuation metrics for financial professionals and portfolio managers.
Does an economic soft or hard landing matter for investment grade bonds?
High quality investment grade credit may be an avenue for investors to navigate the global economic uncertainty, but regional nuances may emerge.
As central banks remain focused on tightening policy, how could fixed income sectors fare? The Global Bonds Team model scenarios.
Evidence of a collapse in inflation and impending economic downturn have potentially built conditions for strong returns from bonds in 2023.
Tom Ross explains that while high yield bond investors may need some inner strength to get past peak fear, 2023 may prove manageable if the economic downturn is shallow.
Calling the inflection point that signals the next leg of the cycle – the policy pivot – is the crux for markets. But what else do investors need to consider as we look to 2023? James Briggs explores.