Tag Archives: Bonds

Fixed Income: How to Invest in a Higher Inflation World

This is the first of a series of blogs in which we will analyze the main inflation drivers that investors should consider in 2017 and beyond, as well as investment opportunities to deal with higher inflation across fixed income, equity and … Continue reading

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How to Play Economic Acceleration

It has been a benign start to the year for investors. Stock markets have reached new all-time highs in the US and delivered strong positive returns across the board globally. Credit spreads in developed markets have tightened slightly, as the … Continue reading

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Emerging Market Bonds Outlook for 2017

Video: Emerging Market Bonds Outlook for 2017 Click here for our complete selection of 2017 Outlook videos. What is your outlook for Emerging Markets Debt for 2017? We are forecasting a pickup in growth in Emerging Markets in 2017. However, of … Continue reading

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US Market Outlook: Government Bonds Offer Little Value

Fixed Income We continue to believe credit sectors offer value compared to government securities. With approximately 35% of the global treasury market trading at negative nominal yields and US Treasuries of 10 years and below trading at negative real yields … Continue reading

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Rethinking Risk: Changing the Mind-Set from Market to Function

Thinking about investments in terms of beating a specific market benchmark has served many very well in the past, but that does not mean such an approach will be appropriate in the future. ‘We are all very wedded to the … Continue reading

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