Insights
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Quarterly Income Update
Join Dan Ivascyn, Group CIO, and Esteban Burbano, fixed income strategist, for our quarterly income update on performance and positioning. They will also discuss our latest global outlook, current market conditions and how the team is taking advantage of exciting opportunities now.
With Vice President Kamala Harris likely to be the Democratic nominee, the race for the White House has shifted and congressional Democratic prospects have improved.
ECB: Next Stop, September
While the European Central Bank kept policy rates unchanged, the next cut is likely to be delivered soon.
Explore the opportunities we see in consumer-related lending, which offers quality and potentially a great runway for growth.
In the post-pandemic fiscal landscape, government debt trajectories may be volatile, but appear broadly sustainable.
Explore key themes from our Secular Outlook, including fiscal policy, geopolitical risks, AI, and upcoming elections, and learn how these factors could shape the future of fixed income markets.
The Yield Advantage in Global Markets
Discover how starting yields in high-quality fixed income can set a solid foundation for multi-year returns and how active management works to boost these yields even further.
A second straight month of encouraging U.S. core CPI data supports an initial Federal Reserve rate cut as early as September.
Comparing public fixed income and private credit markets involves weighing factors related to liquidity, transparency, credit quality, risk premium, and opportunity costs.