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Interest rates Economic cycle Monetary policy Americas Fixed income Government bonds Investment grade Global Credit Plus Multi-Sector Credit Quick Take
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Fed not yet willing to declare victory on inflation

We think the Fed is done raising rates for this cycle, despite the likelihood that they are being overly optimistic about inflation. Read to find out why.

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By

Jeremy Forster

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Quick Take
2024-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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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