For Institutional Investors in the US
2022 INVESTMENT OUTLOOK
How should investors prepare for 2022?
Set the course with our Market GPS Investment Outlook
Corporate Debt Index
The Corporate Debt Index is a study into trends in company indebtedness around the world.
Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.
Fixed Income Perspectives
Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
Insight from our alternatives team to help clients navigate the markets and opportunities ahead.
Sovereign Debt Index
The Sovereign Debt Index is a long-term study into trends in government indebtedness around the world, the investment opportunities this provides and the risks it presents.
Subscribe for relevant insights delivered straight to your inbox
With an initial rate hike just around the corner, attention now turns to how the Federal Reserve will manage its balance sheet reduction.
The recent flattening of yield curves is incongruous to the beginning of a hiking cycle.
Considering the winds of change affecting the balance of risk and opportunity in investment grade in 2022.
Why China is key to driving emerging market (EM) opportunities and performance in 2022.
Bond portfolios can act as a hedge against equity market volatility, but both the value and cost of this hedge fluctuate as economic and market conditions evolve.
Why the yield provided by the high-yield asset class may prove helpful in navigating the volatility likely to emerge in 2022.
Monetary policy – and the risk of policy error – are likely to be some of the greatest influences on bond markets in 2022.
Why rotating into bond investments that may offer lower returns but less chance of generating negative returns could prove to be prudent.
Financial markets have started to challenge central banks on their commitment to accommodative policy.
Why investment-grade CLOs may offer an attractive, floating-rate, option for fixed-income investors.
The lagged impact of policy largesse should initially drive earnings and inflation, but as 2022 progresses, a more familiar picture will likely emerge.
Why continued uncertainty reinforces the value of maintaining an allocation to high-quality bonds.