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Posts Tagged ‘interest rates’


UK Rate Hike, Trump’s Pick for Fed Chair and U.S. October Jobs Report

Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists. Our experts will keep you informed of key market events and provide you with an easy-to-understand outlook on the week ahead. In the latest

November 6, 2017 Categories: Market Updates

Bank of England rate hike: One and done

The Bank of England (BoE) has bitten the bullet and hiked the base rate from 0.25% to 0.5%, but in a dovish turn also provided forward guidance that outlines a very gradual path for future hikes. This was a close call with compelling arguments in favour and against. We are in the against camp and

Nov 2, 2017 Categories: Market Updates

2017 Global Market Outlook Q4

It’s time for the final installment of our 2017 global market outlook: our forecast for the fourth quarter of the year. See our strategists’ views on global investment markets and economies. This quarter, they’ve looked specifically at momentum versus asymmetry.     A supportive environment   Since our Q3 update, equity markets have drifted higher,

Oct 3, 2017 Categories: Investment, Market Updates, Markets
Page Title Unconstrained Bonds – taste the secret sauce

Unconstrained Bonds – taste the secret sauce

Unconstrained fixed income has become a popular strategy. By choosing investments that are free from benchmark constraints and that allow the managers wide-ranging discretion, investors aim to achieve consistent positive performance irrespective of a potential turn in the interest rate cycle. But in a world of low prospective returns, a successful unconstrained bond strategy needs

May 31, 2017 Categories: Investment, Investment Strategy, Markets
Global Fixed Income Survey

Fixed Income Survey Results: Spotlight on Local EMD, Rates & Credit Spreads

Last October we initiated a quarterly global fixed income survey using responses from leading bond and currency managers highlighted by our research process. This quarter’s survey included 165 responses from managers with specialisms ranging across Global Rates, Global Investment Grade Credit, Global Leveraged Credit, Securitised, US Municipal Bonds, Active Currency, and Emerging Markets (EM) including

May 12, 2017 Categories: Investment, Investment Strategy, Markets
Brexit

The Fed throwing caution to the wind? Not so fast.

The U.S. Federal Reserve (the Fed) hiked interest rates again today, raising the target range by a quarter point to 0.75-1.0%. We and, it seems, markets were fully expecting this move, particularly after Fed leaders provided very strong guidance last week that a March hike was in the pipeline.  The bigger issue for investors now

Mar 15, 2017 Categories: Investment, Markets

Quarterly Fixed Income Survey: bound in a narrow range

After an 80 basis point jump in US Treasury yields following the US presidential election, fixed income money managers have adjusted to the new environment. Across rates, spreads and major currencies, our second Global Fixed Income Survey1 shows managers’ forecasts are mostly clustered in a narrow range. The tightest consensus of all is for 2-3

Feb 24, 2017 Categories: Investment, Investment Strategy, Markets

Seeking return from fixed income: credit where credit’s due

Investors are struggling. High valuations and low interest rates make both equities and government bonds prospectively riskier and less rewarding. The search is on for alternative approaches and more flexible outcome-oriented strategies. Credit can play an important role in this search, but investors need to understand the characteristics of credit risk and where it fits

Sep 6, 2016 Categories: Investment, Markets

The bond market changes its mind on the interest rate outlook

The bond markets are currently anticipating increases in interest rates — but the pace of those anticipated increases is notably slower than it was at the turn of the year. And when we turn from the short-term federal funds rate that dominates the headlines to the longer duration instruments that matter most to institutional investors,

Feb 4, 2016 Categories: Markets

Excitement x 3 – the election, bond sell-off, and Legoland…

After the excitement of the Election, life returns to normal for the voting public, including pension trustees. Normality for trustees should include having a clear plan for using bond market volatility as an opportunity to de-risk. One of the implications of a General Election is that thousands of public buildings across the country have to

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