Andrew Balls
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Finding an Active Edge in Global Bonds
Andrew Balls, CIO Global Fixed Income, and Sachin Gupta, Portfolio Manager and Head of the Global Desk, discuss global bonds and why active management matters today.
Securing the Soft Landing
The fixed income outlook remains strong across multiple economic scenarios as the U.S. Federal Reserve joins other central banks in cutting interest rates.
Yield Advantage
The post-pandemic inflation shock and rate-hiking cycle produced a generational reset higher in bond yields, creating a compelling multiyear outlook for fixed income as inflation recedes and risks build in other markets.
Diverging Markets, Diversified Portfolios
In our Cyclical Outlook, we see the paths of major economies poised to diverge, making it critical to actively seek out investment opportunities globally.
Opportune Time for High-Quality Global Bonds
Learn how actively managed core bonds may benefit investor portfolios amid historically high yields and shifting macroeconomic conditions.
Navigating the Descent
Our Cyclical Outlook for the global economy and markets over the next year.
Post Peak
Our cyclical outlook: Markets appear priced for a benign economic outcome that would be a historical rarity given current conditions. Higher bond yields offer resilience amid increasing risks to the global economy.
Secular Outlook: The Aftershock Economy
Markets will likely face more volatility as the global economy exits a period of massive fiscal and monetary support. Listen to our outlook for the global economy and markets over the next five years. Section 1: Key Takeaways Section 2: Secular Theme Section 3: Investment Implications
The Aftershock Economy
Markets will likely face more volatility as the global economy exits a period of massive fiscal and monetary support. In this post-policy era, attractive yields on high quality bonds encourage a more resilient approach to investing.