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Global Fixed Income Compass
Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
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Global Outlook 2020: A Tale of Two Halves
Andrew Mulliner, Portfolio Manager within Global Bonds, believes 2020 will prove to be a year of two halves, with a rosier outlook likely later in the year.
Should investors aim high in 2020?
Tom Ross, corporate credit portfolio manager, looks at the outlook for high yield bonds in 2020.
Outlook for Asia ‒ potential to surprise amid uncertainty
Andrew Gillan and Mervyn Koh, Asian growth equities portfolio managers, provide a year-end review of the market and discuss where they see compelling opportunities to invest in Asia’s vast growth potential.
Staying Strategic in Global Fixed Income
Nick Maroutsos and Adam Hetts discuss the role of global fixed income strategies in the face of recent market shifts.
Market GPS: A Soft Landing Should Support Fixed Income in 2020
In our view, the Federal Reserve’s accommodative stance should persist throughout 2020, helping sustain the expansion of the U.S. economy.
Market GPS: Keep a Close Watch on Corporate Earnings in 2020
Focusing on companies with strong corporate earnings – and avoiding those with weak balance sheets – will be key to weathering volatility in 2020.
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Global prospects 2020: a game of two halves
Andrew Mulliner, Portfolio Manager within Global bonds, believes that 2020 will prove to be a year of two halves with a rosier outlook likely later in the year. He cautions, however, that attractive opportunities might be harder to come by given downside risks such as a re-escalation of trade wars and uncertainty from the US elections.
Fed Decision Hits the Wrong Target
Nick Maroutsos explains why the Fed’s refusal to address structural flaws in short-term lending markets risks a repeat of September’s repo market volatility.
Secured Credit outlook 2020 — heading for positive but more modest excess returns with increasing dispersion
Colin Fleury, Head of Secured Credit, shares his views on fixed income markets for the year ahead. While 2019 was generally a strong year across risk asset classes, he believes caution may be warranted in 2020.
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Search for stable income continues in 2020
Portfolio Manager Seth Meyer discusses the importance of identifying stable sources of income in the year ahead.
Multi-asset 2020 outlook: Climbing the wall of worry
Paul O’Connor, Head of the UK Multi-Asset Team, considers whether or not markets can continue to defy gravity in 2020, as we move into a post-stimulus era.
Fed policy to cast a shadow over 2020
Co-Head of Global Bonds Nick Maroutsos identifies the opportunities and risks he sees for fixed income investors in 2020 as the US Federal Reserve’s near-term policy path remains far from certain.