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This is a section of our 2023 Investment Outlook, where specialists from across our investment platform share insights on the economic and market forces that we expect to influence portfolios in the year to come.
Our 2023 Bond Market Outlook content suite is now available — providing timely, actionable investment insights from several of our fixed income portfolio managers and strategists. Topics covered include the macroeconomic and interest-rate backdrop for fixed income, along with a broad credit market outlook and sector-specific articles on high-yield bonds and emerging-markets debt.
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Insights Posts
2023 Macro and rates outlook: Goodbye easy money, hello regime change
Macro Strategist John Butler highlights the impact of macroeconomic "regime change" on global inflation and interest rates, with potential implications for investors.
Article
2023-12-31
Credit market outlook: Partly sunny with a chance of good value
In his 2023 credit market outlook, Fixed Income Portfolio Manager Rob Burn highlights some potentially attractive opportunities in the wake of this year's market sell-off.
Article
2023-12-31
Emerging markets debt outlook: A glass half full or half empty?
Against a still-challenging global backdrop for emerging markets, Macro Strategist Gillian Edgeworth highlights opportunities created by extreme credit spread dispersion across individual countries.
Article
2023-12-31
High-yield bonds in 2023: Fortune favours the patient
Amid ongoing dislocation in the high-yield market, Fixed Income Portfolio Manager Konstantin Leidman sees opportunities for investors to take advantage of potentially attractive valuations.
Article
2023-12-31
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