Opportunistic Fixed Income

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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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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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