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Thematic investing – A sustainable framework for fixed income
Portfolio perspectives | Video - 16:16 MIN

Thematic investing – A sustainable framework for fixed income

In this Thematic Investing video, three of our experts discuss our approach to sustainability-related investing in fixed income markets.   ...

Talking Heads – What’s next for eurozone government bonds?
Portfolio perspectives | Podcast - 15:38 MIN

Talking Heads – What’s next for eurozone government bonds?

Resilient domestic demand and record-high profit margins at cash-rich companies have helped shield the eurozone economy from much of the...

DANIEL MORRIS
| 06.11.2023
Weekly Market Update – Bond yields dip, a change in the yo-yo pattern?
WEEKLY
MARKET UPDATE 02.11.2023
Front of mind | Article - 6 Min

Weekly Market Update – Bond yields dip, a change in the yo-yo pattern?

Volatility remains high in US Treasury bond markets following the surge in yields since July. Having only recently breached the...

ANDREW CRAIG
| 02.11.2023
Weekly Market Update – The impact of the rise in US bond yields on Asia
WEEKLY
MARKET UPDATE 26.10.2023
Front of mind | Article - 3 Min

Weekly Market Update – The impact of the rise in US bond yields on Asia

The rise in yields of US Treasuries, which began in August, saw the 10-year yield reach 5.0% this week.  The...

CHI LO
| 26.10.2023
Weekly Market Update – Too strong US data drives rates higher
WEEKLY
MARKET UPDATE 19.10.2023
Front of mind | Article - 3 Min

Weekly Market Update – Too strong US data drives rates higher

Ten-year US Treasury bond yields are approaching 5%, surpassing the level reached earlier in October before the outbreak of conflict...

DANIEL MORRIS
| 19.10.2023
Fixed Income Outlook – Slowdown ahead
Portfolio perspectives | White paper - 10 Min

Fixed Income Outlook – Slowdown ahead

US Treasury yields have now reached levels that we believe offer attractive value given that the Federal Open Market Committee...

OLIVIER DE LAROUZIERE
+1 other(s)
| 18.10.2023
Chart of the Week - Have US bond yields overshot to the upside?
Front of mind | Article - 1 Min

Chart of the Week - Have US bond yields overshot to the upside?

Perhaps the most striking (and surprising) development in the third quarter of 2023 was a significant rise in US real...

ANDREW CRAIG
| 17.10.2023
Chart of the Week - US yield curve disinverts as markets reprice bond risk
Front of mind | Article - 2 Min

Chart of the Week - US yield curve disinverts as markets reprice bond risk

US 10-year Treasury yields rose as high as 4.88% in the first week of October, their highest level since 2007...

ANDREW CRAIG
| 10.10.2023
Talking Heads – ETF investing – Adjusting to the new rates regime
Portfolio perspectives | Podcast - 13:03 MIN

Talking Heads – ETF investing – Adjusting to the new rates regime

Two factors are driving growing interest in fixed income exchange-traded funds. First,  bonds are back with yields at attractive levels...

LORRAINE SEREYJOL-GARROS
+1 other(s)
| 09.10.2023
Weekly Market Update - Surging bond yields – What gives?
WEEKLY
MARKET UPDATE 05.10.2023
Front of mind | Article - 3 Min

Weekly Market Update - Surging bond yields – What gives?

Global bond markets continued their sell-off this week, pushing borrowing costs to their highest level in a decade or more....

ANDREW CRAIG
| 05.10.2023
Mortgage-backed securities – Headwinds on the decline
Portfolio perspectives | Article - 3 Min

Mortgage-backed securities – Headwinds on the decline

US mortgage-backed securities look attractive now relative to government bonds. Headwinds in the form of, for example, rising central bank...

JOHN CAREY
| 02.10.2023
Chart of the Week - A parting of the ways as bonds price more risk
Front of mind | Article - 2 Min

Chart of the Week - A parting of the ways as bonds price more risk

September was been a difficult month for US stocks and government bonds as markets added to bond’s risk premia partly...

ANDREW CRAIG
| 29.09.2023