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Fixed income
Dec 2016
Macro and market

2017 Investment Outlook

Authors: Nanette Abuhoff Jacobson, ...

Political uncertainty, accelerating growth and inflation, higher yields, a stronger US dollar, the rotation from safety to cyclical sectors, a resurgent commodity cycle — thought leaders from across our...

Dec 2016
Macro and market

Rates are on the rise: What actions should you take

Author: Nanette Abuhoff Jacobson

Just when many people had embraced the idea of “low for longer,” the situation changed. While no two market regimes are the same, historical patterns can be instructive.

File under: Preparing for a rising-rate environment


Opportunistic Inflation Sensitive Bond: A new approach to hedging inflation...

Authors: Brij Khurana, ...

The authors outline a strategy that aims to hedge inflation risk more effectively and deliver higher total returns than traditional inflation-linked bonds (ILBs) in inflationary regimes, with similar...

File under: Fixed income strategies for today — and tomorrow

Dec 2016
Macro and market

Trump win boosts Bank of Japan policy prospects

Author: Paul Cavey

Japan could prove the big global winner from the rise in US yields that followed Donald Trump’s win in the presidential election. Signs were already encouraging that Japan’s cycle was improving and...

File under: Stars aligning over Japan

More Insight

Feb 2014
| W_lock MBS primer