Tag Archives: Bonds

Value Rally to Take Hold Again?

European Value Rally Take 2? After a decade in the doghouse, Value Equities in Europe saw a resurgence of interest last Summer, as bond yields moved higher and investors looked for ways to play the reflationary trade. Given the high … Continue reading

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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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