Market GPS
Investment Outlook 2021
What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.
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High Yield: Passing the Baton from Beta to Alpha
With credit spreads gradually tightening, returns will likely become less about market direction (beta) and more about identifying individual opportunities (alpha).
Inflation: Is This the Real Thing? Is This Just Fantasy?
Why an expected and predictable cyclical reflation should not be confused with a longer-term structural breakout of inflation.
Global Perspectives: Are We in a Sweet Spot for Credit Investing?
A far-reaching fixed income discussion on credit market resilience, liquidity versus solvency risks, recovery prospects and the dilemma for central banks in 2021.
Reaching for Normal: The Outlook for 2021
Portfolio Manager Seth Meyer discusses how a return to normal in 2021 should be supportive for credit markets.
Credit Light Cuts through the Income Darkness
Jenna Barnard and John Pattullo explain how credit markets navigated COVID-19 with relative ease and why corporate bonds remain in the sweet spot for 2021.
Global Bonds in 2021: Better but Still Bumpy
Portfolio Manager Nick Maroutsos explains why bond investors should be cautiously optimistic as we enter 2021.
High-Yield Bonds: The Grind Tighter in 2021
Tom Ross, corporate credit portfolio manager, discusses the high-yield bond outlook where an improving economy should help tighten credit spreads but may spark concerns about monetary tightening.
A Mostly Benign Outlook for U.S. Inflation
Assessing the risks of inflation against a backdrop of economic recovery and fiscal and monetary stimulus.
Is There a Solvency Crisis Looming for Credit Markets?
A counterpoint to the bear argument that credit is set to face a solvency crisis by explaining that liquidity is solvency.
The Outlook for Global High-Yield Bonds
A discussion of conditions in the global high-yield market, including the default outlook and the importance of monetary and fiscal stimulus.
