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Helping Global Bond Investors When Duration Fails

Helping Global Bond Investors When Duration Fails

Helping Global Bond Investors When Duration...

Strategies to reduce potential duration-led losses.

By Joran Laird

Joran Laird Global Fixed Income Portfolio Specialist

February 2022 / GLOBAL FIXED INCOME

Fixed Income 2022: Nowhere to Hide?

Fixed Income 2022: Nowhere to Hide?

Fixed Income 2022: Nowhere to Hide?

A fresh approach to fixed income investing in a year that could be potentially dominated...

By Arif Husain & Amanda Stitt

By Arif Husain & Amanda Stitt

February 2022 / GLOBAL FIXED INCOME

“Shoulda, Woulda, Coulda”

“Shoulda, Woulda, Coulda”

“Shoulda, Woulda, Coulda”

Adventures in global high yield

By Mark J. Vaselkiv

Mark J. Vaselkiv Chief Investment Officer, Fixed Income

February 2022 / ASSET ALLOCATION VIEWPOINT

What Pivot to Higher Rates May Mean for Stocks

What Pivot to Higher Rates May Mean for Stocks

What Pivot to Higher Rates May Mean for Stocks

Higher interest rates pose near-term challenges for stocks.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist

February 2022 / MARKETS & ECONOMY

Putting the Fed’s Planned Rate Hikes into Context

Putting the Fed’s Planned Rate Hikes into Context

Putting the Fed’s Planned Rate Hikes into...

History shows that Fed hikes alone tend not to derail markets.

By Multiple Authors

By Multiple Authors

February 2022 / GLOBAL FIXED INCOME

Unlocking Impact Outside of ESG-Labeled Debt

Unlocking Impact Outside of ESG-Labeled Debt

Unlocking Impact Outside of ESG-Labeled Debt

Driving real change means investors should look beyond the label.

By Matthew Lawton

Matthew Lawton Portfolio Manager

February 2022 / GLOBAL FIXED INCOME

Why Fixed Income Investors Should Think Differently in 2022

Why Fixed Income Investors Should Think Differently in 2022

Why Fixed Income Investors Should Think Differentl...

Higher rates and more volatility demand a flexible approach.

By Arif Husain

Arif Husain Head of International Fixed Income and CIO

January 2022 / VIDEO

The Market Implications of Omicron’s Swift Surge

The Market Implications of Omicron’s Swift Surge

The Market Implications of Omicron’s Swift...

Omicron is significant, but it’s likely to move on swiftly without a large drag on...

By Sébastien Page

Sébastien Page Head of Global Multi-Asset and CIO

January 2022 / EMERGING MARKETS EQUITY

China Deleveraging: Domestic and Global Impacts

China Deleveraging: Domestic and Global Impacts

China Deleveraging: Domestic and Global Impacts...

A multi-year path to reducing financial risk & improving credit allocation.

By Christopher J. Kushlis

Christopher J. Kushlis Chief of China and Emerging Markets Macro Strategy

January 2022 / ASSET ALLOCATION VIEWPOINT

Ten Key Insights From 2021

Ten Key Insights From 2021

Ten Key Insights From 2021

Despite splashy macroeconomic events, fundamentals still matter.

By Timothy C. Murray

Timothy C. Murray Capital Markets Strategist, Multi‑Asset Division

January 2022 / ECONOMICS

In With a Whimper, Out With a Bang

In With a Whimper, Out With a Bang

In With a Whimper, Out With a Bang

The investment story of 2022 will be tactical bear, structural bull.

By Nikolaj Schmidt

Nikolaj Schmidt Chief International Economist