Shifting narratives can quickly reverse but might some be permanent?
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Highlights and key insights from the Annual Meetings of the World Bank Group and International Monetary Fund.
Securitized sectors might play a key role for bond investors amid a higher interest rate environment.
Dissecting the securitized subset of the fixed income market and where we see the strongest opportunities ahead.
How bond investors can take advantage of higher short-term yields while still managing duration exposure.
How Zillow’s failed house-flipping business demonstrates the value of active management in MBS investing.
Why we believe the market is too pessimistic on inflation improvement but too optimistic on the growth environment.
The potential impact for fixed income investors of Fitch’s downgrade of the U.S. long-term credit rating.
Amid continued global economic uncertainty, the outlook for emerging markets is looking relatively brighter.