| GLOBAL FIXED INCOME BULLETIN VIDEO • Jun 25, 2024 | |
Video: Lost in the Forest
Fixed Income Team, Broad Markets Fixed Income Team
The market is pricing in rate cuts for the U.S., as global central banks move to ease policy. But are investors getting ahead of themselves? The Federal Reserve remains cautious, and hard data suggests rate-cut delays – not cuts. Will markets reassess their views? Will the Fed change tact? And will rate uncertainty affect opportunities within global fixed income?
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| Global Fixed Income Bulletin • Jun 14, 2024 | |
Lost in the Forest
Broad Markets Fixed Income Team
Despite still high levels of growth and inflation (relative to targets), bond investors have become optimistic about future Fed policy. What is the impact on fixed income markets? The Broad Markets Fixed Income team explains.
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| Global Fixed Income Bulletin • May 13, 2024 | |
All Not So Quiet on the Western Front
Broad Markets Fixed Income Team
The shift in expectations for rate cuts was felt across the world as yields rose in both the developed and emerging markets. The Broad Markets Fixed Income Team explores the impact on investors.
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| Global Fixed Income Bulletin • Apr 10, 2024 | |
We’ll take your word for it
Broad Markets Fixed Income Team
Bonds seem to be much more attractive now than they were in early January. The Broad Markets Fixed Income Team explains.
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| Global Fixed Income Bulletin • Mar 12, 2024 | |
Decision Time
Broad Markets Fixed Income Team
Yields were broadly higher across the globe in February, as market participants recalibrated their expectations for rate cuts this year. The Broad Markets Fixed Income Team explores the impact on markets.
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| Global Fixed Income Bulletin • Feb 15, 2024 | |
Bonds Take a Breather?
Broad Markets Fixed Income Team
After the bond market’s stunning fourth quarter performance it was not much of a surprise that bond yields went up. Where do they go from here? The Broad Market Fixed Income Team explores.
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| Global Fixed Income Bulletin • Jan 12, 2024 | |
And the Beat Goes On, But for How Long?
Broad Markets Fixed Income Team
December’s stunning bond market performance was a fitting end to a roller-coaster year. Now comes the hard part. The Broad Markets Fixed Income team explains.
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| Global Fixed Income Bulletin • Nov 30, 2023 | |
Whiplash!
Fixed Income Team
November was a bond market for the history books. Now, the question is, where to from here?
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| Global Fixed Income Bulletin • Oct 31, 2023 | |
Another October Shocker: Déjà Vu?
Fixed Income Team
Fixed income markets remain challenging, making it difficult to have a high degree of confidence about what will come in 2024. What does it mean for investors?
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| Global Fixed Income Bulletin • Sep 30, 2023 | |
September Slump! A "Real" Story
Fixed Income Team
After modest underperformance in August, bond yields across the world rose dramatically in September. Is it real? The Broad Market Fixed Income team explores.
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| Global Fixed Income Bulletin • Sep 01, 2023 | |
Higher for longer, yes, but not much higher
Fixed Income Team
The Broad Markets Fixed Income team explains why they believe we are still close to the end of the rate hiking cycle, but why rates may remain range bound until the data proves otherwise.
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| Global Fixed Income Bulletin • Jul 31, 2023 | |
We’re All Data Dependent Now
Fixed Income Team
U.S. recession risk keeps receding, with many analysts, including the Fed research staff, now saying the highest probability scenario is no recession at all. But, despite this increased optimism, inflation has been behaving well. The Broad Markets Fixed Income team explains why this can be good for financial assets in their monthly outlook.
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| Global Fixed Income Bulletin • Jul 14, 2023 | |
Are we there yet?
Fixed Income Team
Crunch time will arrive later in 2023 as the cumulative effects of central bank tightening continue to bite and residual strength from pandemic fiscal policy support wanes if not disappears. Recession risks remain, but in our view, remain overblown.
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Our fixed income investment capabilities are driven by seven specialized teams – Agency MBS, Broad Markets Fixed Income, Emerging Markets, Floating-Rate Loans, High Yield, Municipals, and Securitized – which span the global fixed income capital markets.