Rates & Reflation: Tackling the big questions in Fixed Income
The first quarter of 2021 has certainly been an interesting one for fixed income investors, with government bond yields rising significantly, particularly in the US
Higher inflation on the cards? What this could mean for interest rates - and investors
As the world begins to recover from the coronavirus pandemic, businesses worldwide are gearing up to reopen, paving the way for a potential spending boom fuelled by sustained government and monetary ...
Where to go for risk?
We all know people have different approaches to risk. Some of us like to take physical risks in search of an adrenaline high, while others take investment risks chasing hot stocks.
Sustainability is becoming a critical factor for Asian bond investors
As investing through an environmental, social and governance (ESG) lens continues to gain momentum in Asia, the call for more sustainable bonds is growing.
What the reflation trade in bond markets means for duration
Volatility in government bond markets has been on the increase in 2021, leading to some large market moves towards the end of February.
Liquidity in a crisis: Comparing the credit market response in 2020 and 2008
The fast and adaptive market response that greeted the coronavirus shock last year showed how much the financial system has improved since the credit market liquidity issues of the global financial c ...
Coronavirus and emerging markets: A three-tier challenge
The path of economic recovery from the coronavirus pandemic will depend on a number of factors but the primary focus right now is the vaccination of the global population.
Has a Blue Wave changed our view on duration?
The first week of 2021 has been anything but boring. The Democrats won both Senate races in Georgia, which should allow them to pass a larger fiscal stimulus in the near term as well as pass other me ...
Quarterly fixed income views
In our new quarterly fixed income update, Marion Le Morhedec, Head of Active Fixed Income Europe & Asia, covers some of the key questions facing fixed income investors.