Market GPS
Investment Outlook 2021
What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.
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A negative fed funds rate: not yet willing – or needing – to go “there”
Co-Head of Global Bonds Nick Maroutsos states that even without negative interest rates, bond portfolios must work harder to achieve desired results.
Fixed Income Update: Credit Markets, Government Bonds and Inflation
An update on the tsunami of new issuance in credit markets, plus our views on inflation.
Keep an Eye on the Real Economy
Why financial markets should ultimately be focused on the outlook for households in consumption-driven economies like the U.S.
Welcome to the New Fed
New policy actions make it clear that the Fed has entered uncharted territory in its commitment to supporting financial markets.
In Charts: Finding a Silver Lining in Fixed Income
Corporate credits have suffered during the COVID-19 outbreak, but history shows that these bonds have performed well in the years after a significant drawdown.
Fed Addresses Money Market Liquidity
A discussion of the recent actions taken by the U.S. Federal Reserve to improve liquidity in money markets.
Federal Reserve Forcefully Reenters Markets
Assessing the Fed’s recent efforts to ease financial conditions and why we believe uncertainty will continue to be a headwind for markets.
Election Insights: Super Tuesday Split
With no clear Democratic front-runner after the Super Tuesday primaries, coronavirus concerns – more than election uncertainty – is likely to dominate markets.
Fed’s Rate Cut Not a Cure for Volatility
The Fed’s surprise rate cut reflects the increasing uncertainty the U.S. economy and investors currently face.
Coronavirus Uncertainty Likely to Force Fed’s Hand
Nick Maroutsos explains why uncertainty surrounding the coronavirus and its economic impact will lead to perhaps two Fed rate cuts this year.
The Fed Remains Accommodative
Nick Maroutsos discusses why he believes today’s Fed decision to leave rates unchanged should support the positive environment for stock and bond markets in 2020.
ECB Meeting: One for the Specialists
Andrew Mulliner, Portfolio Manager Global Bonds, shares his views on the outcome of this week’s European Central Bank meeting.