The global economy is cruising at just the right temperature for growth…now only if those pesky trade issues would go away! The Global Fixed Income team shares their views and outlook.
Capital Group Global High Income Opportunities (LUX) feiert 20-jähriges Bestehen.
Optimism abounds that the markets are on the right path for 2019, and we agree! We believe easy monetary policy and lower real yields will support economies and lengthen the business cycle. MSIM’s Global Fixed Income Team shares their views.
John Pattullo, Co‑Head of Strategic Fixed Income, explains how the team arrive at a decision to include a particular bond in their portfolios.
Market-implied Fed rate expectations have fallen as investor positioning normalised and term premium declined.
In this Fixed Income Insight, Nick Maroutsos, Dan Siluk and Jason England explain the importance of redefining what core fixed income allocations may look like going forward.
Rebecca Young, Portfolio Manager within the Strategic Fixed Income team, shares her views on the topical issues in credit markets, explaining where she and the team see risks and opportunities.
There are doubts about whether Brazil’s President-elect will implement necessary reforms as he faces tough coalition-building.
Das GFI Team von Morgan Stanley IM erörtert, wie die Performance 2018 von US-Anlagen und USD angetrieben wurde, und bespricht makroökonomische Trends, die sich auf die Performance im restlichen Jahr auswirken dürften.
‘Thoughts and bonds’ provides a quarterly view and outlook for the fixed income markets from the Fundamental Fixed Income team at Janus Henderson, where they share their insights on potential investment risks and opportunities.