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Looking at Bonds Through a Glass Half Full
Finding opportunities in the current bond environment.
ISG Insight: Thriving in the Bond Market
With macro and microeconomic fundamentals improving and corporate bonds priced for this to continue, we explore what could go wrong and how fixed income markets might respond.
Taking Cues from a “Methodical” Fed
Investors would be well-served by following the Federal Reserve’s lead in basing decisions on incoming data.
Reassessing Rates, Risks and Inflation
From the JHI Global Media Conference: A look at the key risks for equity and fixed income markets through the end of 2021.
Great Expectations in Inflation
Inflation is top of mind for investors. Portfolio managers Helen Anthony and Andrew Mulliner consider whether it is permanent or transitory.
Inflation Outlook: A Celebration of Growth or Central Bank Complacency?
From the JHI Global Media Conference: Why we believe global concerns around inflation will subside as long as strong growth persists.
Come on Down: Is Inflation Priced Right?
A discussion on the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.
When Forecasts Fall Short, Humility and Diversity are Key
On the challenges of forecasting interest rates in uncertain markets.
Not Your Traditional Cycle
Discussing which themes matter most as markets try to determine where we are in the economic and credit cycle.
Forecasts can fall short; humility and diversity are key
While forecasting interest rates is difficult, humility, diversity and careful portfolio construction may help improve risk-adjusted returns.
Opportunities and risks in a multi-speed recovery
Global Bonds Portfolio Managers Dan Siluk and Jason England explain how an asynchronous global recovery should lead to dislocations and opportunities in fixed income markets.
Dystopia 2.0? Assessing the post-COVID landscape
COVID-19 propelled the pace of structural change around the globe. What will the world look like going forward?