As central banks remain focused on tightening policy, how could fixed income sectors fare? The Global Bonds Team model scenarios.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Evidence of a collapse in inflation and impending economic downturn have potentially built conditions for strong returns from bonds in 2023.
In their 2023 outlook, Seth Meyer and John Lloyd look at the historical impact of an inverted yield curve on fixed income returns.
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.
The Portfolio Construction and Strategy Team discusses key insights from their latest Trends and Opportunities report, entitled “Shock Therapy.”
A discussion on how investors can navigate the short-duration opportunity set within fixed income.
Credit spreads have widened but with recession fears in the air what are the factors currently keeping them in check?
A look at credit ratings on securitized assets and whether investors can rely on them when constructing fixed income portfolios.
As central banks in Europe shrink their balance sheets, we consider the uneven impact across sectors of their stepping back from credit markets.
How securitised sectors might play a key role for bond investors amid a challenging interest rate environment.