Market GPS
Investment Outlook 2020
What are the most pressing issues facing investors globally and how will they evolve in the year ahead? Our asset class heads provide their views on the investment themes to watch in 2020.
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Market GPS: Central Bank Policy Key to Staving Off Global Recession in 2020
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.
BB-Rated Bond Yields Closing in on BBBs
Portfolio Manager John Lloyd offers perspective on the current relationship between BBB- and BB-rated bond spreads.
Bond Market Dynamics Highlight Importance of Diversification
Most major credit asset classes are trading close to their 5-year average spread, limiting opportunities in asset allocation in today’s market.
Themes in Focus
Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.
The Role of Bonds in a Negative Rate World
Despite the ultra-low interest rate environment, Jim Cielinski, Global Head of Fixed Income, discusses bond’s role as a diversifier in a broad portfolio.
Energy: A Sector in Transition
The energy sector as a whole has been the weakest-performing global high-yield sector. Our corporate credit team delves into the challenges facing high-yield energy issuers today.
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Low Yield Is Not No Yield: Opportunities in Structured Credit
Our structured credit team highlights attractive aspects of the securitized market, including relatively short durations, high-quality credit ratings and attractive yields
Investment Roundtable: Views on the Global Economic Outlook
Our senior global bond portfolio managers respond to common investor questions on the global economic outlook.
Quest for Yield Means Making Cash Work Harder
Portfolio Manager Dan Siluk discusses the challenges of generating positive yield amid falling rates and economic uncertainty.
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As Bond Volatility Rises, Mortgage-Backed Securities May Provide Defensive Diversification
Portfolio Managers John Kerschner and Nick Childs discuss how MBS can provide diversification in volatile corporate and government bond markets.
Catching Falling Angels: Finding Opportunities in Crossover Credit
A growing segment of BBB rated securities are priced to fall into the high-yield market, which could present opportunities for high-yield investors.
The Importance of Being Active: Why Passive Exposure in High Yield Is Not Enough
The U.S. high-yield market’s relatively flat return last month obscured significant divergence of returns within the index, highlighting the value of active management.