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Global Head of Fixed Income Jim Cielinski believes there’s reason to be positive about the outlook for fixed income in 2020 despite a challenging backdrop.
The end of the corporate debt boom could spell trouble for equities and create demand for alternatives that offer diverse sources of returns.
At face value, stocks do not look cheap heading into 2020. But low interest rates and a market rotation could help support the asset class.
In our Market GPS: Investment Outlook 2020, our asset class heads provide their views on investment themes to watch in the year ahead.
Investors may not be sufficiently considering the prospects of a steadying U.S. economy and a potential rise in inflation.
Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using options market prices to infer expected tail gains and tail losses.
Jim Cielinski, Global Head of Fixed Income, provides his perspective on key macroeconomic factors driving fixed income markets.
Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.
Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using option market prices to infer expected tail gains and tail losses.
As trade tensions potentially distort the economic outlook, investors should prepare for market volatility and focus on defensive growth companies.
Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using option market prices to infer expected tail gains and tail losses.
Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.
