Opportunistic Fixed Income

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Fixed income Interest rates Investment grade Opportunistic Fixed Income Global Credit Plus Multi-Sector Credit High yield Credit Americas Economic cycle Fixed income program Quick Take
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Agency MBS key questions for 2024

Is there room for mortgage spreads to tighten further? Brian Conroy and Joseph Marvan examine this and seven other questions that will be significant for the agency MBS market in 2024.

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By

Brian Conroy, CFA

Joseph Marvan, CFA

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Quick Take
2025-03-31
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Active management Fixed income Portfolio strategy Fixed income program Income Macro and market Credit Investment grade High yield Multi-Sector Credit Opportunistic Fixed Income Whitepaper
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5 reasons to be active in fixed income

Actively managed fixed income portfolios have several distinct advantages over passive approaches.

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Multiple authors

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Whitepaper
2025-02-28
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EM debt Macro and market Outlook Balance sheet Public pension (DB) Sovereigns Unit linked Union (Taft Hartley) Multi Single Distribution Global Credit Plus Multi-Sector Credit Opportunistic Fixed Income Fixed income Emerging markets Macro Fixed income program Quick Take
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Emerging markets debt: resilience in the face of adversity

Our expert discusses why she is positive on the outlook for emerging markets debt, even though growth will likely slow.

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By

Gillian Edgeworth

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Quick Take
2025-01-31
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Mid Year Outlook Designs
Outlook Income Economic cycle Credit Multi-Sector Credit Opportunistic Fixed Income Global Credit Plus Global High Yield Fixed income Inflation Asset allocation Fixed income program Article
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Credit: Better opportunities to add risk on the horizon

Our experts review current macro dynamics impacting the bond market and discuss where they see opportunities and risks across credit sectors.

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By

Campe Goodman, CFA

Rob Burn, CFA

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Article
2024-12-31
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Mid Year Outlook Designs
Outlook Interest rates Fixed income Global Credit Plus Global High Yield Opportunistic Fixed Income Multi-Sector Credit Fixed income program Article
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Rates: Tracking the trade-off between inflation and growth

In their 2024 rates outlook, Investment Directors Amar Reganti and Marco Giordano investigate the treacherous trade-off faced by central banks and what it means for bond investors.

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By

Amar Reganti

Marco Giordano

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Article
2024-12-31
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Outlook Fixed income Income Global High Yield Global Impact Bond Euro High Yield Global Credit Plus Multi-Sector Credit Opportunistic Fixed Income Credit EM debt Government bonds High yield Investment grade
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Bond Market Outlook

In this collection fixed income experts across our platform highlight risks and opportunities for discerning fixed income allocators looking ahead to the second half of 2023.

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2024-12-31
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Volatility Credit Economic cycle Opportunistic Fixed Income Fixed income Americas Fixed income program Article
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Have the Fed’s recent comments just provided a tailwind for agency MBS?

Fixed Income Portfolio Manager Brij Khurana explains why the market may be missing an important nuance in the Fed's focus on financial conditions.

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By

Brij Khurana

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Article
2024-11-30
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Fiscal policy Government bonds Asset allocation Market commentary USA Fixed income Credit EM debt Opportunistic Fixed Income Quick Take
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The “cleanest dirty shirt” now has too many stains

Fixed Income Portfolio Manager posits that US fiscal profligacy will change the game for asset allocators. 

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By

Brij Khurana

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Quick Take
2024-09-30
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Economic cycle Interest rates EM debt Opportunistic Fixed Income Multi-Sector Credit Global Credit Plus Fixed income Emerging markets Total return Quick Take
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How would emerging markets weather a “standard” recession?

Macro Strategist Gillian Edgeworth explores the potential impact of a developed market recession on emerging markets.

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By

Gillian Edgeworth

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Quick Take
2024-08-31
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Economic cycle Japan Monetary policy Opportunistic Fixed Income Multi-Sector Credit Global Credit Plus Euro High Yield Global High Yield Government bonds EM debt Investment grade High yield Fixed income Equity Multi-asset Interest rates Quick Take
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How to interpret the Bank of Japan’s latest policy shift

We analyse the wide-ranging investment implications of the Bank of Japan's latest policy shift.

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By

Marco Giordano

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Quick Take
2024-08-31
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