For Institutional Investors in the US
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U.S. Fixed Income: Finding a Balance in Rates and Inflation
Why continued uncertainty reinforces the value of maintaining an allocation to high-quality bonds.
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Why we believe high-yield bond returns in 2022 will be driven more by understanding the mechanics of individual companies’ fundamentals.
Jenna Barnard and John Pattullo believe developed market government bonds have a surprise in store in 2022.
Why the Fed tapering its MBS purchases should go smoother than last time.
How policies enacted by China’s government toward COVID-19, consumption and credit are likely to shape China’s near-term trajectory.
Defining impact investing, why it is important, and why we are passionate about it.
A discussion of several important issues confronting bond markets, including the role of sustainability in fixed income as the UN Climate Change Conference approaches.
The far-reaching implications of China’s efforts to rebalance its economy.
After months in which excess liquidity has fueled strong returns in equities and fixed income, investors may need alternatives.
Bond markets are once again sending a message on rates. Is anyone listening?
Finding opportunities in the current bond environment.
Companies took on record new debts totaling $1.3 trillion in 2020 as global profits plunged by a third.
A discussion on the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.