A monthly outlook for global fixed income markets,
including an in-depth review of key sectors
A monthly outlook for global fixed income markets,
including an in-depth review of key sectors
| Global Fixed Income Bulletin • 12-Jan-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 • 30-Nov-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 • 31-Oct-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 • 30-Sep-2023 | |
September Slump! A "Real" StoryFixed 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 • 01-Sep-2023 | |
Higher for longer, yes, but not much higherFixed 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 • 31-Jul-2023 | |
We’re All Data Dependent NowFixed 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 • 14-Jul-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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| Global Fixed Income Bulletin • 14-Jun-2023 | |
Underpromise and OverdeliverFixed Income Team Expectations for the month of May were set low for the U.S. economy, but even with all the volatility during the month, the U.S. economy appeared to come out stronger. The Broad Markets Fixed Income team explores. |
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| Global Fixed Income Bulletin • 15-May-2023 | |
Is the Tide Turning?Fixed Income Team After the woes of March, investors were gifted with a relatively mellow month in April. Yet given continued uncertainty, the Fixed Income Team recommends remaining flexible. |
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| Global Fixed Income Bulletin • 10-Apr-2023 | |
Reasons to Worry (Or Not Worry)Fixed Income Team While the Fixed Income Team does not believe the events of March are a harbinger of a new financial crisis, it does point to weak links in the economy and increased stresses that are likely to unfold in the months ahead. |
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| Global Fixed Income Bulletin • 12-Mar-2023 | |
The facts changed, so the market changed its mindFixed Income Team After a very optimistic January, markets changed their view on the economic outlook in February. In recent market terms, the economic soft landing morphed into a no landing scenario. The Fixed Income team explores. |
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| Global Fixed Income Bulletin • 17-Feb-2023 | |
Let the Good Times Roll! But for How Long?Fixed Income Team After yields rose dramatically in December, bond markets made a U-turn and fell dramatically in January. Markets do not simply change direction this abruptly without a reason, and in this case, there were many.. The Fixed Income Team explains. |
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Fixed Income Team
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.
