LATEST INSIGHTS
Taking cues from a “methodical” Fed
With valuations high and the global economy reopening, fixed income portfolio managers Dan Siluk and Jason England argue that investors should take a methodical approach in assessing what is next for the bond market.
Absolute return: is it time for a new path?
Portfolio Manager Luke Newman considers the role that absolute return can play in improving diversification for investors concerned about equity/bond risk in the post-pandemic era.
Market and economy are giving Fed what it wants
Greg Wilensky and Jason England explain that even with an update to its interest rate projections that is perhaps overdue, the Fed can afford to be patient.
Peak sentiment, peak growth, peak policy
Paul O’Connor, Head of the UK-based Multi Asset Team, considers the prospects for markets as the global recovery gathers momentum and economies begin to reopen.
The Turn: High Yield on the Road to Deleveraging
Does the trajectory of credit fundamentals support the strength in high yield bond markets?
The market’s tug-of-war
Portfolio Manager Doug Rao explains why stock valuations and interest rates are engaged in an ongoing tug-of-war as investors evaluate the potential breadth and depth of the economic recovery.
Coronavirus update from the Strategic Fixed Income Team
The spread of the coronavirus across the globe and the oil price war have served to highlight the fragility of the global markets and rattled investors. As concerns for the global supply chains and the health of economies grow, Jenna Barnard, Co-Head of the Strategic Fixed Income Team, shares her views, explaining the steps taken in the team’s portfolios that seek to mitigate the risks.