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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Views and Analysis

Mirabaud - Global Short Duration

Looking for short duration? Find out why a global approach to short duration provides more opportunity and flexibility. Andrew Lake, Head of Global Fixed Income, talks about the value in global short duration strategies and the Mirabaud – Global Short Duration Fund.

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Views and Analysis

The Road Ahead

Many headwinds continue in fixed income markets and we are in the lower liquidity and activity summer months. We share our views on what's next - learn more here. Andrew Lake, Head of Fixed Income for Mirabaud Asset Management, provides weekly insight into global fixed income markets.

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Views and Analysis

The summer lull!

Summer Lull: as the US congress readies for recess, seeking agreement on extending the current fiscal package or introducing a new one is critical as US employment gains stall. Andrew Lake, Head of Fixed Income for Mirabaud Asset Management, provides weekly insight into global fixed income markets.

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Views and Analysis

Off to the races

The US Federal Reserve can lower rates to zero and engage in other activities, such as yield curve control, but that isn’t going to save private sector balance sheets or employment. Agreeing additional fiscal support quickly, and before the Senate enters summer recess is vital. Andrew Lake, Head of Fixed Income, provides weekly insight into global fixed income markets.

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Views and Analysis

Please sir, can I have some more?

All eyes are now on the central banks and especially their ability to push through further stimulus packages. Andrew Lake, Head of Fixed Income for Mirabaud Asset Management, provides weekly insight into global fixed income markets

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Views and Analysis

Timing is Everything

Is the weight of central bank stimulus enough to keep fixed income markets resilient? Andrew Lake, Head of Fixed Income for Mirabaud Asset Management, provides weekly insight into global fixed income markets

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Views and Analysis

The Sun is Shining

Andrew Lake, Head of Fixed Income for Mirabaud Asset Management, provides weekly insight into global fixed income markets

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Views and Analysis

OUR INSIGHT SHARED: WEEKLY FIXED INCOME IN FOCUS

We continue to be in a twilight zone, with little directional bias, and no real prompts for fixed income markets to move significantly in either direction. What's next? Andrew Lake, Head of Fixed Income, provides weekly insight into global fixed income markets

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Views and Analysis

The Push and Pull

Andrew Lake, Head of Fixed Income for Mirabaud Asset Management, provides weekly insight into global fixed income markets

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Videos

Update on Fixed Income Markets

In this short video, Andrew Lake, Head of Global Fixed Income, talks about opportunities, defaults and changing fixed income leadership.

Views and Analysis

A story of two parts

Andrew Lake, Head of Fixed Income for Mirabaud Asset Management, provides weekly insight into global fixed income markets.

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Views and Analysis

Renewed Optimism

As we enter June, March is beginning to feel like a distant memory for financial markets. We are firmly in the stage of renewed optimism. Andrew Lake, Head of Fixed Income.

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Views and Analysis

Our insight shared: Weekly Fixed Income In-Focus

Andrew Lake, Head of Fixed Income for Mirabaud Asset Management, provides weekly insight into global fixed income markets

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Views and Analysis

Where next?

Andrew Lake, Head of Global Fixed Income - Podcast

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Views and Analysis

Sunny times ahead

April has finished and what a contrast it was to March in global fixed income markets. We discuss earnings, US Federal Reserve intervention and the importance of liquidity. Andrew Lake, Head of Global Fixed Income.

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Views and Analysis

Balancing Caution with Opportunity

The trading environment remains challenging. However, opportunities emerge from attractive valuations in some European Investment Grade credits and new issuance. Andrew Lake, Head of Global Fixed Income at Mirabaud Asset Management

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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