April 2024
Adding emerging market debt exposure? Look to local bonds.
From the Field
MarCH 2024
Current market inflation expectations are ridiculous
From the Field
FEBRUARY 2024
Central bank rate-cut pricing is eye-catching but deceiving
From the Field
January 2024
Attractive yields but narrow spreads: The credit dilemma
From the Field
November 2023
Avoiding false signals in wait for peak US Treasury yields
A framework can be useful for evaluating whether US Treasury yields have peaked
October 2023
Government Bond Issuance Boom to Pressure Yields Higher
A flood of new global sovereign debt will affect market dynamics
September 2023
The Fairy Tale of a Soft Landing
The consensus view shift toward a mild downturn looks misplaced
August 2023
The Four US Treasury Yield Phases of a Fed Tightening Cycle
Portfolio managers collaborate to help shape duration positioning
July 2023
Central Banks Step Into Potential Policy Error Territory
Hawkish stances risk overtightening and causing recession