Despite unprecedented bad economic data and the uncertain course of the coronavirus, markets continued on an upward trajectory in May and rallied further.
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
Just over two months has passed since global markets dramatically sold off as the COVID-19 pandemic unfolded. There is much talk of the ‘new normal’ in every aspect of our lives, but what does this mean for fixed income?
Having increased the equity allocation in our portfolios in late May, we have also identified a number of tactical opportunities in the fixed income space. In this week’s update we discuss each investment idea which led to these position changes:
Jenna Barnard, Co-Head of Strategic Fixed Income, shares the Strategic Fixed Income Team’s current thoughts and views on bond markets, and addresses the most frequently asked question: is inflation on the rise?
Entscheidend bei der Bewältigung der Krise ist, wie die Staaten vor COVID-19 aufgestellt waren.
COVID-19 is a disruption event with enormous personal, societal and economic repercussions, the origins and effects of which are amplified by an increasingly interconnected world. As fixed income investors, we are closely monitoring the near-term and longer-term consequences, and in particular, we are watching six implications of the pandemic for sustainable investing.
Neal Rayner, Head of US Fixed Income Trading, manages a team of bond traders covering investment grade and high yield corporate bonds, structured finance and the interest rate markets.
Jenna Barnard and Nicholas Ware, Portfolio Managers in the Strategic Fixed Income Team, provide an update on the shape of the recovery in corporate bond markets following the virtual heart attack experienced in March.
