Singapore, Individual

Fixed income

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Mid Year Outlook Designs
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Three ways to elevate your portfolio in 2024

As a new investment era takes shape, where should investors focus their attention in 2024? For multi-asset strategist Nick Samouilhan, three areas are top of mind: higher yields, the importance of stock selection and how to position for structural change. 

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Article
2026-01-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Why income-seeking investors need to look across asset classes

Income plays an even more crucial role in portfolios than many of us realise, contributing a significant portion of returns for multi-asset portfolios. But with cash rates at around 5%, the world of income has changed. This should prompt investors to take a fresh look across asset classes to see where opportunities lie. 

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Article
2024-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Credit: Better opportunities to add risk on the horizon

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

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Article
2024-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Chart in Focus: Cash vs. bond returns in rate hiking cycles

Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson and Investment Strategy Analyst Patrick Wattiau explore the relative potential benefits of bonds versus cash. 

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Quick Take
2024-08-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Why cash won’t cut it for long: The case for bonds

Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson and Investment Strategy Analyst Patrick Wattiau explore the relative potential benefits of bonds versus cash.

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Quick Take
2024-08-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs
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Credit market outlook: Expect greater opportunities in back half of 2023

Against a backdrop of elevated recession risks and banking-sector stress, Fixed Income Portfolio Manager Rob Burn identifies relative-value sector opportunities in the credit market.

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Article
2024-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs
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Asia: A growth story with longer-term momentum

Is China’s recovery already running out of steam? Macro Strategist Santiago Millán assesses the outlook for China and Asia and sees longer-term momentum for growth. 

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Article
2024-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Three macro assumptions that could be just plain wrong

Fixed Income Portfolio Manager Brij Khurana offers his non-consensus take on three entrenched, but potentially flawed, beliefs in today's market environment.

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Quick Take
2024-04-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Will higher rates sap US consumer spending?

Higher interest rates have increased borrowing costs. Could a consumer-led US recession be looming? Fixed Income Portfolio Manager Kyra Fecteau sees three factors that may help mitigate the impact.

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Quick Take
2024-03-31
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Deep and diverse: Welcome to today’s Asia credit market

Two of our Singapore-based experts on Asia credit discuss the market's key features, along with how it's evolved and is likely to continue doing so.

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Whitepaper
2024-03-31
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Sector rotation opportunities for nimble credit investors

Following a credit market rally, Fixed Income Portfolio Manager Rob Burn still sees value in higher-yielding sectors but believes investors should stay nimble.

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Quick Take
2024-02-29
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US recession risk: No longer if, but when and how bad

Portfolio Managers Brij Khurana, Brian Garvey, and Nick Petrucelli believe many observers are underestimating the severity of a potential US recession this year. 

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Quick Take
2024-01-31
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Investment ideas for 2023 and beyond
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Four mission-critical investment ideas for 2023 and beyond 

Multi-Asset Strategist Nick Samouilhan and Investment Strategist Michelle Ng offer their latest perspectives on the 2023 outlook and some actionable takeaways for investors.

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Article
2023-11-30
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The search for income: Three bright spots amid today’s volatility
Amid today’s market volatility, many investors are seeking creative, diversified avenues to generating reliable income. Investment Strategist Michelle Ng weighs in on three asset classes that may fit the bill.
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Article
2023-09-30
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Credit investing against a slower-growth, higher-inflation backdrop
The significant flattening of the US Treasury yield curve in recent months has some prognosticators calling for an impending US recession. Not so fast, says Fixed Income Portfolio Manager Rob Burn.
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Quick Take
2022-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Sustainable fixed income investing entering the mainstream
This short piece explores the continued rise of sustainable fixed income investing and links to a more in-depth white paper on the topic.
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Quick Take
2022-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Timely musings on Fed policy and inflation
With rising inflation and interest rates dominating the financial headlines in recent weeks, I have been fielding a flurry of colleague and client questions about the likely future trajectory of US monetary policy. While I don’t claim to have all the answers, especially with so many “known unknowns” as of this writing, here are my latest thoughts.
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Quick Take
2023-05-31
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US inflation risk, angry bondholders, and silver linings
Here are quick thoughts on some common questions I’ve been asked recently about Fed policy, yields, the US dollar, and financial markets.
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Quick Take
2023-05-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Global convertibles: Poised to benefit from five structural tailwinds
Fixed Income Portfolio Manager Michael Barry and Investment Specialist Raina Dunkelberger believe global convertible bonds are likely to outperform other fixed income sectors over an investment time horizon of approximately two to three years. Learn why.
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Quick Take
2023-04-21
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Bank loans: Resiliency amid volatility
In the face of ongoing geopolitical and macroeconomic uncertainty, including the prospect of steadily rising interest rates, our floating-rate bank loan team maintains a bullish outlook for the sector. Emboldened by a strong US economy and mounting inflationary pressures, the US Federal Reserve (Fed) enacted its first 25 basis-point (bp) increase in interest rates since 2018. Additionally, Fed Chair Jerome Powell’s recent rhetoric has become more hawkish, including suggesting the possibility of a 50 bp rate hike in the coming months. The market is now pricing in the fed funds rate to rise to around 2.5% by the end of 2022 (from its current target of 25-50 bps).
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Quick Take
2022-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.