Does an economic soft or hard landing matter for investment grade bonds?
Insights
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High quality investment grade credit may be an avenue for investors to navigate the global economic uncertainty, but regional nuances may emerge.
Despite a risk on start to 2023, the economic outcome remains uncertain. We discuss the signposts we are looking for to suggest a turn in the credit cycle.
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.
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.
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.
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.