JANUARY 2025
Ahead of the Curve: Consensus is totally consensus—a contrarian’s strategic scenarios
Discover contrarian strategies that active fixed income managers can apply.
DECEMBER 2024
Ahead of the Curve: The calm before the storm — The outlook for Treasury yields
Expect higher Treasury yields as fiscal policies evolve.
OCTOBER 2024
Could a 5% 10-year Treasury yield be around the corner?
Higher Treasury yields expected due to fiscal spending and Fed quantitative tightening.
AUGUST 2024
San Andreas fault of finance shakes the markets
Monetary tightening in Japan is rearranging global capital flows.
JULY 2024
November 2023
Avoiding false signals in wait for peak US Treasury yields
A framework can be useful for evaluating whether US Treasury yields have peaked
MAY 2024
Government Bond Issuance Boom to Pressure Yields Higher
October 2023
A flood of new global sovereign debt will affect market dynamics
April 2024
Government Bond Issuance Boom to Pressure Yields Higher
A flood of new global sovereign debt will affect market dynamics
MarCH 2024
The Fairy Tale of a Soft Landing
September 2023
The consensus view shift toward a mild downturn looks misplaced
Other resources
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Investment ideas for fixed income markets
We explore the investment themes driving global fixed income markets and investment ideas for this environment.
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