Three years into the bear market in bonds, battered and bruised bond investors could be forgiven for retreating to the sidelines and giving up on the asset class. But we believe this would be a mistake.
Learn what investors may see in the coming year in our 2025 outlook for the corporate bond market.
Some suggest that the cause for the disarray in the credit market was the borrowing of the developed countries. It was also suggested that executives need to reposition its executive's market portfolio to address the crises at hand. Also discussed are the other sectors affected by the crises....
” as governments continue to spend COVID-19 relief and other stimulus dollars issued by the federal government. As a large portion of the overall stimulus funds currently remains unspent, many state and city governments have become accustomed to having the federal funds as part of their operating...
by Morningstar. SI funds have explicitly stated in their prospectus and regulatory filings that they either incorporate ESG factors into the investment process or have a thematic focus on the environment, gender diversity, low carbon, renewable energy, water or community development. For equity, it...
Tactical opportunities:We see tactical opportunities in selective US, China and India equity sectors. Bond opportunistic ideas continue to look for pockets of value amid elevated valuations. Read our Global Market Outlookhere Disclaimer This article is for general information only and it does not const...
While the impact of a new Trump administration and potential future China stimulus measures remains to be seen and risks persist, growth seems poised to accelerate, especially in the US. As we approach 2025, the global equity landscape is set for significant shifts. Inflation and interest rates ...
funds from its launch the last week of April 2020 through the present (as of November 19, 2021). John has long experience previously held Sr. Equity Research Analyst positions at Credit Suisse and Morgan Keegan as well as Partner at ATLAS Infrastructure. ...
bond prices generally fall as interest rates rise, and low interest rate environments increase this risk. Reductions in bond counterparty capacity may contribute to decreased market liquidity and increased price volatility. Bond investments may be worth more or less than the original co...
Coming into 2024 on the back of lower inflation prints, expected cuts to the federal funds rate as early as March, and declining yields and spreads, two-year US Treasury yields fell close to 4% (Figure 3). As inflation metrics remained sticky in the first quarter, those yields retraced ...