2022 ended with a bang; unfortunately not a good one! December proved to be a fitting end to a terrible year for bonds and financial assets in general, with yields up significantly once again.
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
What a difference a few weeks make. October was characterized by stern Fed messaging about inflation risks, a surprisingly strong U.S. labor market report and higher than expected inflation.
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.
Bond markets were a bit more orderly in October than the mayhem experienced in September.
Die verbesserte Risikostimmung hat zu einer Verengung der Spreads in festverzinslichen Sektoren geführt, einschließlich Investment-Grade-Anleihen und Schwellenländeranleihen.
