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Most major credit asset classes are trading close to their 5-year average spread, limiting opportunities in asset allocation in today’s market.
Portfolio Managers John Kerschner and Nick Childs discuss how MBS can provide diversification in volatile corporate and government bond markets.
Following a tumultuous August, the PCS team discusses how fixed income diversification may be overcomplicating and hindering portfolios.
Although the current economic expansion is aging, leading indicators do not indicate a sharp contraction.
Fixed Income Portfolio Managers John Lloyd and John Kerschner discuss the inverted yield curve and its implications for bond investors.
While the near-term outlook for the global economy remains weak, some signs indicate that 2020 may be a recovery year.
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As investors focus on the slowing global economy, options markets are warning of another risk that may be flying under the radar: inflation.
With rates low and markets volatile, investors may need to expand their toolkit to reach return objectives.
The swift collapse in Argentina’s financial markets is a blunt reminder to consider how fixed income portfolios are invested and with what risk.
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Portfolio Manager Paul O’Connor discusses the U.S.-China trade war’s impact on financial markets and shares his global outlook.
While U.S. high yield remains an attractive asset class, lofty valuations and rising uncertainty demand a focus on company fundamentals.
George Maris, Co-Head of Equities – Americas, discusses why the markets reacted so dramatically to the recent escalation in the U.S.-China trade war.
