For Financial Professionals in the US
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A recap and discussion of three significant economic events from the past 24 hours.
Dissecting the reflation narrative as we head into the spring/summer inflation surge and vaccine-driven reopenings of 2021.
Where to find opportunities to harvest higher yields with lower sensitivity to rising interest rates.
Navigating a core bond portfolio in a rising rate environment.
Investors are repricing inflation risk within bond markets, but there may be more to consider.
The recent steep rise in yields has unsettled markets.
Negative real yields have punished savers for much of the past decade.
A lively discussion that goes against consensus, seeking to unearth the truth about what is really happening in the economy and the potential impact on bond markets.
Considering the implications of President Biden’s planned $1.9 trillion fiscal stimulus for the U.S. economy, monetary policy and the markets.
A discussion of the challenges – and unique opportunities – associated with building bond portfolios in a world with historically low interest rates.
A sub-optimal vaccine rollout and persistently soft economic data portends a slower-than-expected emergence from the pandemic-driven recession, explains Portfolio Manager Nick Maroutsos.
Assessing the risks and opportunities of higher government bond yields.