CAPITAL IDEAS^TM

Central banks

Fixed Income

Emerging markets bonds post broad gains
Fixed Income

Unwinding of yen-carry trade presents risks
Fixed Income

Policymakers to ease to support economic growth and employment
Fixed Income

Fixed Income Perspectives Q4 2024
World Markets Review

Rate cuts fuel market rally: Q3 roundup
Central Banks

Quicker and more aggressive easing now expected from European Central Bank
Fixed Income

When the stars align: Opportunities in global investment grade corporate bonds
Japan

Fundamentals strengthening in Japan but expect ongoing volatility amid ‘normalisation’

Christophe P. Braun
Fixed Income

Why we believe it’s time to exit cash and move back into bonds

Haran Karunakaran
Interest Rates

US economy poised for a soft landing. What comes next?

Darrell Spence
Fixed Income

Trend for easier monetary policy should be tailwind for duration-related assets
Fixed Income

Fixed Income Perspectives Q3 2024
World Markets Review

Stocks rally on AI enthusiasm: Q2 roundup
Long-Term Investing

Midyear Outlook 2024: the new reality of investing
Fixed Income

Capturing opportunities in emerging markets with local currency bonds
Fixed Income

Fixed Income Perspectives Q2 2024
Fixed Income

Compelling opportunity to add high-quality global rates exposure
Fixed Income

Fixed Income Perspectives Q1 2024
Fixed Income

A dovish Fed could unlock opportunity, some caution warranted
Fixed Income

Focus on finding idiosyncratic opportunities at the company and sector level
Fixed Income

Compelling opportunity to add high-quality global rates exposure
Central Banks

History lessons for Europe's central bankers

Robert Lind
China

Is China’s economy following in the footsteps of Japan?

Anne Vandenabeele
World Markets Review

Markets rally on rate cut expectations: Q4 roundup
Fixed Income

EMD outlook 2024: Navigating a bifurcated universe

Robert Burgess
Fixed Income

Fixed Income Perspectives Q4 2023
Fixed Income

Attractive opportunity to add duration in non-USD rates
Fixed Income

Yields remain attractive as some EMs pivot on policy
World Markets Review

Stocks and bonds stumble on rising rates: Q3 roundup
Fixed Income

Fixed Income Perspectives Q3 2023 outlook
Fixed Income

Macro insights: Resilient growth buoys markets, but risks elevated
Fixed Income

EM rate cuts on the horizon as inflation trends down

Peter Becker
Fixed Income

Bond outlook: Fed pause leaves many paths to income potential
Fixed Income

Navigating Uncertainty 2.0 - Are bonds in the sweet spot?
Fixed Income

Quick take: Presidential elections in Turkey

Robert Burgess
Inflation

The case for a higher-inflation regime

Robert Lind
Fixed Income

EMD quarterly review Q1 2023
Market Volatility

Macro insights: Recession risk heightened as hints of economic slowing emerge
Fixed Income

Global Corporates: Increased dispersion in credit spreads brings opportunities for active managers
Fixed Income

Fixed Income Perspectives April 2023
Market Volatility

ECB hikes rates but financial instability clouds outlook

Robert Lind
Federal Reserve

Quick take: Optimistic Fed not declaring victory over inflation

Tom Hollenberg
Bonds

A framework for navigating uncertainty
Central Banks

The economy in 2023: Where we differ from market consensus
Market Volatility

Recession watch: triggers, outlook and what next for central banks
Market Volatility

When short term pain can bring long term gains

Flavio Carpenzano
Market Volatility

Running the rule over Truss & Kwarteng’s fiscal radicalism
Equity

Equity investing in an inflationary environment

Christophe P. Braun
Currencies

How long might the dollar rally last?

Jens Sondergaard