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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.
Global Outlook 2020: A Tale of Two Halves
Andrew Mulliner, Portfolio Manager within Global Bonds, believes 2020 will prove to be a year of two halves, with a rosier outlook likely later in the year.
Market GPS: A Soft Landing Should Support Fixed Income in 2020
In our view, the Federal Reserve’s accommodative stance should persist throughout 2020, helping sustain the expansion of the U.S. economy.
Staying Strategic in Global Fixed Income
Nick Maroutsos and Adam Hetts discuss the role of global fixed income strategies in the face of recent market shifts.
Market GPS: Trade and Interest Rates Hold Keys to Economy in 2020
John Fujiwara explains why a potential stock rotation and the shape of the yield curve are two themes meriting investors’ attention in 2020.
Market GPS: Outlook for Bond Markets Hinges on Trajectory of Global Economy
Co-Heads of Strategic Fixed Income Jenna Barnard and John Pattullo discuss the outlook for bond markets in 2020.
Market GPS: Investors Should Expect the Unexpected in 2020
Ash Alankar reveals what surprises 2020 may have in store for markets, including a possible rebound in non-U.S. equities and an overdue rise in inflation.
Fed Decision Hits the Wrong Target
Nick Maroutsos explains why the Fed’s refusal to address structural flaws in short-term lending markets risks a repeat of September’s repo market volatility.
Market GPS: Fed Policy to Cast Long Shadow over 2020
Nick Maroutsos highlights what fixed income investors can expect in 2020 as the Fed’s near-term policy path remains far from certain.
Bond and Equity Markets Sending Mixed Signals on Economic Outlook
John Pattullo, Co-Head of Strategic Fixed Income, provides insight on the chances of a soft or hard landing for the U.S. economy.
Roundtable Discussion: Navigating Low Rates and Political Upheaval
Portfolio Managers Nick Maroutsos, Dan Siluk and Jason England talk candidly about how geopolitics and low interest rates are influencing the market.
Market GPS: Consumer Spending and Low Rates Favor Stocks in 2020
A healthy consumer and low bond yields – two trends that dominated 2019 – look set to continue in 2020, creating a favorable backdrop for equities.