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Fixed income
 
Apr 2017
|
Macro and market

Fixed Income Outlook — Dollar dilemma: Structural overvaluation should trump...

Authors: John Parsons, ...

Our research suggests that the broad US dollar rally is in the process of peaking, though under the right circumstances there is room for a final rally later this year. Based on its trade-weighted value, the...

 

Bank loans: 25 years and growing

Authors: Michael Bacevich, ...

The bank loan market turned 25 years old in January 2017. To mark the occasion, we profile the evolution of the bank loan market and then highlight the four features of the asset class that have attracted...

File under: Preparing for reflation and rising rates, Fixed income strategies for today — and tomorrow, The search for income and return

 
Apr 2017
|
Macro and market

Monthly Market Snapshot: March 2017

Author: Samuel A. Sanom, CFA

Equities Global equities (+1.1%) rallied for the fifth consecutive month, ending March with a 5.8% gain year to date. Political uncertainty in Europe weighed on investors’ minds, particularly over the...

 
Apr 2017
|
Macro and market

Financial Market Review: First quarter 2017

Author: Samuel A. Sanom, CFA

Global equities (+5.8%) rallied for the fourth consecutive quarter as the “animal spirits” dynamic remained intact. Despite escalating European political risk and uncertainty surrounding US...

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Feb 2014
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