Fixed Income
Fixed income outlook: resilient US provides an anchor
December 13, 2024
Capital IdeasTM
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Investment Insights
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Long-Term Investing
2025 Outlook: We have seen this movie beforeDecember 12, 2024 -
Emerging Markets
Emerging market debt outlook for 2025: Ready for Trump 2.0?December 10, 2024 -
Emerging Markets
EMD: A credible long-term asset allocation candidateNovember 28, 2024 -
Fixed Income
Global investment grade thoughts from Damir BettiniNovember 19, 2024 -
Politics
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Fixed Income
Quick take: Impact of US election results on emerging marketsNovember 12, 2024 -
Fixed Income
Ahead of the Curve: What US resilience means for bond investorsNovember 7, 2024 -
Equity
Energy transition: opportunities from the race to net zeroOctober 29, 2024 -
Equity
The road ahead for equitiesOctober 17, 2024 -
Global Equities
Five growth themes for the next five yearsOctober 15, 2024 -
ESG
Energy transition: Sidelined, stalled or stepping on the gas?October 14, 2024 -
Equity
Taking a broader look at Asia: the ASEAN opportunityOctober 8, 2024 -
Fixed Income
Impact of US elections on emerging market currenciesOctober 7, 2024 -
Central Banks
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Election
John Emerson on the US election run inSeptember 26, 2024 -
Fixed Income
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Global Equities
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Fixed Income
Why we believe it’s time to exit cash and move back into bondsSeptember 3, 2024 -
Equity
Decarbonising data centresAugust 28, 2024 -
Fixed Income
Thinking beyond the landingAugust 20, 2024 -
Equity
Beyond China: exploring Asia's equity landscapeJuly 22, 2024 -
Fixed Income
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Fixed Income
Fixed Income Perspectives Q3 2024July 17, 2024 -
Macro Brief
Will the US fiscal deficit lead to a dollar decline?July 12, 2024 -
Election
Following key elections, where is Europe headed?July 10, 2024 -
Election
Quick take on French and UK parliamentary electionsJuly 9, 2024 -
Fixed Income
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Automotive
Can China continue its EV dominance?July 1, 2024 -
Fixed Income
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Election
Quick take: European parliamentary electionsJune 12, 2024 -
Fixed Income
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Fixed Income
Ahead of the curve: Resilience amid divergenceApril 24, 2024 -
ESG
Our ESG framework builds on 90 years of research legacyApril 16, 2024 -
Fixed Income
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Federal Reserve
Quantitative tightening: Where does it go from here?March 28, 2024 -
Election
US election check in: what to watch in the coming monthsMarch 27, 2024 -
Election
The year of EM electionsMarch 21, 2024 -
Equity
5 reasons why equities could defy the oddsMarch 21, 2024 -
Fixed Income
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Fixed Income
Investment Grade Credit – taking stockMarch 13, 2024 -
Health Care
Is technology man’s best medicine?February 22, 2024 -
Equity
Small-cap stocks: 7 opportunities to watch in 2024February 12, 2024 -
Fixed Income
Can the banks deliver for investors in 2024?February 7, 2024 -
Long-Term Investing
Capital market assumptions: 2024January 31, 2024 -
Fixed Income
A dovish Fed could unlock opportunity, some caution warrantedJanuary 24, 2024 -
Fixed Income
Now may be the time for core bonds: Five themes for 2024January 17, 2024 -
Equity
Tomorrow’s innovation, today’s opportunitiesJanuary 7, 2024 -
Fixed Income
EMD outlook 2024: Navigating a bifurcated universeJanuary 3, 2024 -
European Equity
Europe: Near term headwinds, long term tailwindsDecember 6, 2023 -
Fixed Income
Three reasons why we prefer investment grade credit to US TreasuriesNovember 30, 2023 -
Fixed Income
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Fixed Income
Whatever happened to the recession - and does it matter for bonds?November 3, 2023 -
Equity
Emerging markets: Positive signs even as China slowsOctober 24, 2023 -
Fixed Income
Fixed Income Perspectives Q4 2023October 19, 2023 -
Fixed Income
Focus on finding idiosyncratic company and sector opportunitiesOctober 18, 2023 -
Fixed Income
Attractive opportunity to add duration in non-USD ratesOctober 19, 2023 -
Fixed Income
Yields remain attractive as some EMs pivot on policyOctober 19, 2023 -
ESG
How ESG monitoring can enhance sovereign bond investingOctober 17, 2023 -
Fixed Income
Planning for long term success in emerging market debtOctober 11, 2023 -
Fixed Income
How global corporate bonds can improve outcomes for UK investorsOctober 2, 2023 -
Fixed Income
Can investment-grade credit provide resilience amid uncertaintySeptember 21, 2023 -
Emerging Markets
Supportive backdrop for EM currencies remains despite waning carry trade.September 19, 2023 -
Fixed Income
Go global for higher incomeSeptember 14, 2023 -
Fixed Income
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Equity
Japan: Will reforms further unlock stock valuations?September 8, 2023 -
ESG
Helping complete the research ‘puzzle’ with ESG integrationAugust 31, 2023 -
Artificial Intelligence
AI and the new tech megacycleJuly 27, 2023 -
Federal Reserve
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Fixed Income
Kirstie Spence: three exciting things about EMDJuly 26, 2023 -
Fixed Income
Fixed Income Perspectives Q3 2023 outlookJuly 21, 2023 -
Fixed Income
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Fixed Income
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Fixed Income
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Fixed Income
EM rate cuts on the horizon as inflation trends downJune 28, 2023 -
Fixed Income
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Federal Reserve
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Fixed Income
Opportunities in US high-yield creditJune 15, 2023 -
Central Banks
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Fixed Income
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Fixed Income
Focus on investment grade fixed income fundamentalsJune 11, 2023 -
Finance & Banking
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Fixed Income
Quick take: Presidential elections in TurkeyMay 31, 2023 -
Fixed Income
Outlook for credit sectorsMay 11, 2023 -
Inflation
The case for a higher-inflation regimeMay 3, 2023
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Global Equities
Stock market outlook: AI leads a broadening marketDecember 6, 2024 -
Politics
Economic outlook: Global growth dependent on a resilient USNovember 25, 2024 -
Global Equities
What Trump’s win could mean for banks, autos and luxury goodsNovember 18, 2024 -
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Trump’s victory signals major policy shifts aheadNovember 7, 2024 -
Asset Allocation
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Election
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ESG
The Rise of AI and ESGOctober 24, 2024 -
Interest Rates
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Welcome to the Benjamin Button economySeptember 30, 2024 -
Interest Rates
The Fed just cut interest rates. Now what?September 23, 2024 -
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Interest Rates
US economy poised for a soft landing. What comes next?September 3, 2024 -
U.S. Equities
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Long-Term Investing
Investing in companies at times of crisisAugust 22, 2024 -
Market Volatility
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Utilities
Three reasons utilities could be the next growth sectorAugust 1, 2024 -
Long-Term Investing
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Artificial Intelligence
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Long-Term Investing
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Global Equities
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Stock
Economic outlook: US powers global growthJune 3, 2024 -
U.S. Equities
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Dividends
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ESG
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Interest Rates
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ESG
Materiality is the foundation of our ESG approachApril 16, 2024 -
Artificial Intelligence
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ESG
Monitoring corporates against third-party ESG data providersApril 12, 2024 -
Technology & Innovation
The Long View: Four megatrends to watchApril 9, 2024 -
ESG
Feast of opportunities: Six future food trendsMarch 21, 2024 -
Demographics & Culture
How population decline could upend the global economyMarch 15, 2024 -
Election
Three mistakes investors make during election yearsMarch 8, 2024 -
Emerging Markets
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ESG
Weather watch: Four sectors feeling the force of natureFebruary 19, 2024 -
Election
Four things to watch ahead of the US electionsFebruary 9, 2024 -
Global Equities
Rob Lovelace on what’s in store for 2024January 25, 2024 -
Long-Term Investing
5 keys to investing in 2024January 12, 2024 -
World Markets Review
Markets rally on rate cut expectations: Q4 roundupJanuary 10, 2024 -
Markets & Economy
The US avoided recession last year. What comes next?January 5, 2024 -
Outlook
Outlook 2024: Prepare for changes in the investing climateDecember 14, 2023 -
Outlook
Stock market outlook: Time for diversificationDecember 7, 2023 -
Economic Indicators
Economic outlook: A mixed picture for global growth in 2024December 4, 2023 -
Equity
Electric vehicles in the fast lane: Who wins this race?November 23, 2023 -
Portfolio Construction
How to use bonds to seek balance as Fed hikes wind downNovember 20, 2023 -
Equity
The changing face of trade: idea-driven companies come to the foreNovember 7, 2023 -
Inflation
Fed’s 2% inflation target could be delivered earlyOctober 26, 2023 -
Fixed Income
Not all high yield is created equalOctober 20, 2023 -
United States
US government debt: We need to talkOctober 12, 2023 -
World Markets Review
Stocks and bonds stumble on rising rates: Q3 roundupOctober 10, 2023 -
ESG
How are style and inflation risks influencing ESG investors?October 9, 2023 -
Fed
As the Fed pauses, what’s next for inflation and rates?September 21, 2023 -
Asset Allocation
As rate hikes near end, historic investor opportunity may beginSeptember 15, 2023 -
Market Volatility
Guide to recessions: Nine things you need to knowSeptember 11, 2023 -
Fixed Income
Unlock income opportunities across key credit sectorsSeptember 1, 2023 -
Bonds
Four high-income seeking investment strategies for a high-rate worldSeptember 1, 2023 -
Markets & Economy
Risks of bad breadth: Market concentration in five chartsAugust 24, 2023 -
Long-Term Investing
Five investing mistakes to avoidAugust 21, 2023 -
Bonds
Four lessons from 50 years of bond investingAugust 11, 2023 -
Market Volatility
US economy hit by rolling recessionAugust 3, 2023 -
Market Volatility
Guide to stock market recoveriesJuly 21, 2023 -
India
Will India be the breakout emerging market this decade?July 18, 2023 -
Global Equities
Can this stock market rally continue?July 17, 2023 -
World Markets Review
World markets review —Second quarter 2023July 12, 2023 -
Japan
Japan outlook: The road to sustainable wage growthJune 30, 2023 -
outlook
2023 Midyear Outlook reportJune 22, 2023 -
Fixed Income
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Global Equities
Stock market outlook: Broader opportunities emergeJune 9, 2023 -
Economic Indicators
Economic outlook: Mild recession, strong recoveryJune 2, 2023 -
U.S. Equities
Big Tech turnaround: Can it continue?May 30, 2023 -
Bonds
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Economic Indicators
Why the next economic recovery may be stronger than expectedApril 28, 2023 -
Bonds
Debt ceiling showdown: Should investors worry?April 21, 2023 -
World Markets Review
Markets rally despite bank scare: Q1 roundupApril 14, 2023 -
Artificial Intelligence
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Market Volatility
What the SVB collapse means for investorsMarch 23, 2023 -
Markets & Economy
10 investment themes for 2023March 8, 2023 -
U.S. Equities
3 views on the future of growth investingFebruary 24, 2023 -
Energy
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ESG
Five perspectives on ESG in bond investingFebruary 15, 2023 -
Trade
Reshoring supply chains: What does it mean for investors?February 10, 2023 -
Markets & Economy
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Four trends could power an industrial renaissanceJanuary 20, 2023
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