Jim Caron, Senior Portfolio Manager and Chief Strategist for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
May proved to be a relatively quiet month, despite some large data surprises. U.S. employment and inflation data both surprised: employment to the downside (by a very wide margin) and inflation on the upside (the biggest surprise in several decades).
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.
Calculating Customer-Based Corporate Valuation - This report focuses on the customer as the basic unit of analysis in understanding value.
April delivered surprising fixed income results. After rising significantly in March, U.S. Treasuries and most other developed market government bond yields fell measurably.
US and European equities continued their upward momentum. The S&P 500 led the charge in developed markets as expected, reaching new all-time highs, returning 5.3% over the month (USD) and the Euro Stoxx 50 returning 1.9% (EUR).
