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.
Bringt das kommende Jahr die Kehrtwende für leidgeprüfte Anleihenanleger? Werden die Anleihenmärkte zu neuem Leben erwachen, nachdem sie Anlegern über Jahre kaum etwas eingebracht haben? Werden die Zentralbanken die Zinswende einläuten und damit Anleihen attraktiver machen?
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.
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.
