Views and Analysis

HIGHER YIELDS, HIGHER GROWTH...THAT'S OK ISN'T IT?

It has been a rollercoaster of a ride for US Treasuries recently. Where next? Andrew Lake shares his insight into the week’s events in fixed income markets.

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Views and Analysis

Reflation? Taper tantrum?

The main subject of interest in fixed income markets is the reflationary argument. What is the impact and should we be concerned about rising inflation and interest rates?

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Views and Analysis

Impressive start to February

An impressive start to February in global fixed income markets. Are financial markets over-extended? Andrew Lake provides his insight into inflation, bubbles and the US dollar.

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Views and Analysis

How bad is it?

Where next? Despite stronger economic data, markets are consolidating and vaccine nationalism is emerging. What’s going to be the driver of fixed income markets over the next few weeks? And does the outlook for 2021 remain positive?

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Views and Analysis

2021 – the year of convertibles

2021 – the year of convertibles. Why is inflation, new issuance and valuation good for global convertibles this year? Find out more here from Nicolas Cremieux.

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Views and Analysis

Here we go again

The ‘Blue Wave’ is finally here, but this is against a backdrop of rising political tensions in the US and inflation moving back on the agenda. What does this mean for fixed income markets?

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Views and Analysis

Two schools of thought continue

There are still two clearly defined schools of thought – more normality in 2021 with the vaccine news and concerns about the efficacy of vaccine distribution and the impact this will have on global economies. Andrew Lake gives his insight into how this impacts fixed income markets as we approach the end of 2020.

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Views and Analysis

The New Normal

Read our Multi-Asset team’s insight into positioning Multi-Asset strategies in the new normal, where they outline their cautious yet optimistic approach and what the recent vaccine announcements mean for equities.

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Views and Analysis

Is there light at the end of the tunnel?

The recent vaccine news is very positive and 2021 could be a solid year for some parts of fixed income, especially in areas such as the fallen angels. However, quality in this environment remains key. Andrew Lake provides weekly insight into global fixed income markets.

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Views and Analysis

A roller coaster week

US Presidential Election - certainty is good but all eyes are now on the Senate. Andrew Lake, Head of Global Fixed Income, provides weekly insight into global fixed income markets.

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Views and Analysis

The rocky road to election victory

The ‘Blue Wave’ is not coming and it looks increasingly likely that the US Congress will remain split. What next? Andrew Lake, Head of Global Fixed Income, outlines what this means in navigating global fixed income.

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Views and Analysis

Lockdowns and the US Election

Lockdowns are looming and the US Presidential Election is upon us. Andrew Lake, Head of Fixed Income, covers what this means for fixed income markets, the importance of the ‘blue wave’ in the US and why control of the senate is critical.

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Views and Analysis

Finding liquidity and quality

Daniel Moreno, Head of Emerging Market Debt, outlines why liquidity and quality are important ingredients today and tomorrow.

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Views and Analysis

The ‘Blue Wave’

Fixed income markets are pricing in a ‘blue wave’ during the November US Presidential Election. What does this mean for Treasuries and other assets? Andrew Lake, Head of Global Fixed Income, provides weekly insight into global fixed income markets.

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Views and Analysis

A disconnect

Global Fixed Income: How long will the disconnect be between the economic reality and financial markets? Andrew Lake, Head of Global Fixed Income, provides weekly insight into global fixed income markets.

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Views and Analysis

What’s driving Emerging Market Equities?

Technology leadership, 5G and lifting the masses: Find out how we are leveraging these key themes across Emerging Market equities.

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Views and Analysis

European Discovery

Home comforts: Find out how our European equity team are harnessing the stay at home theme.

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Views and Analysis

Winter is coming

A slight market shiver as winter begins: The fixed income technicals are fine – what are the downside risks? Andrew Lake, Head of Global Fixed Income, provides weekly insight into global fixed income markets.

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Views and Analysis

Momentum, momentum, momentum

Momentum in fixed income markets has been positive and investors are more comfortable with taking risk. What should we be worried about? Andrew Lake, Head of Global Fixed Income, provides weekly insight into global fixed income markets.

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Views and Analysis

All Change in Global Fixed Income

Find out why we believe credit will outperform duration and why it's Europe's time. Andrew Lake, Head of Global Fixed Income, provides perspective on duration and Europe.

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Contributors

Author

Andrew Lake

Head of Global Fixed Income, with 25 years’ experience in navigating fixed income markets

Author

Fatima Luis

Senior portfolio manager with over 25 years of experience in fixed income, including high yield and strategic bond strategies

Author

Daniel Moreno

Head of Emerging Market Debt, with over 21 years’ experience in this asset class and a specialist in managing blended Emerging Market Debt strategies

Author

Puneet Singh

Senior portfolio manager, with over 14 years’ experience in financial markets and a specialist in Emerging Market Debt