Tag Archives: Federal Reserve

Market Values Tighten: What’s Next for US Investors?

Ken Taubes is Chief Investment Officer, US. We continue to believe credit sectors offer modest value compared to government securities. Although global yields have risen from their July lows, many short-term non-US developed market sovereign debt continues to trade at … Continue reading

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Should the Fed be More Concerned about Inflation?

Ken Taubes is Chief Investment Officer, US. We believe inflation is rising more quickly than many appreciate, and that the Federal Open Market Committee (FOMC) risks falling behind the curve. Inflation, including wage inflation, is trending upward in an environment … Continue reading

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3 Things the European Investment Grade Fixed Income Team Talked About Last Week

Brexit – “Since EU Been Gone” Song titles are popular amongst financial commentators to describe events in markets, and last week was no different. In our attempts to describe the triggering of Article 50 by the UK, we came up … Continue reading

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USD Bull Market: Key Drivers in 2017

Part one in a series. Paresh Upadhyaya is Senior Vice President, Director of Currencies, US. The US dollar (USD) bull market entered its fourth consecutive year in 2016 and we believe factors are aligning for the rally to enter its … Continue reading

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EM: Trump, Jump, Pump or Dump?

Alessia Berardi is a Senior Economist in charge of providing analysis on macroeconomic issues. Macroeconomic conditions in Emerging Markets (EMs) are much better today than they were at the end of 2015 or the beginning of 2016. In line with our … Continue reading

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