Filter By: Experts BCFMW Clear Andrew Balls CIO Global Fixed Income Tony Crescenzi Portfolio Manager, Market Strategist Joachim Fels Nicola Mai Portfolio Manager, Sovereign Credit Analyst Tiffany Wilding Economist Order By Alphabetical Most Recent
Cyclical outlook Fractured Markets, Strong Bonds The effects of tighter financial conditions are becoming apparent, bringing forward the risk of recession while suggesting a supportive backdrop for bonds.
Cyclical outlook Strained Markets, Strong Bonds Resilient assets with attractive yields can help portfolios stay centered in 2023, when we expect inflation to moderate, central bank policy to steady, and a recession to take hold.
Cyclical outlook Prevailing Under Pressure With yields now higher, we believe bonds offer compelling value in this challenging macro environment.
Cyclical outlook Anti-Goldilocks Active management and risk awareness may help investors navigate a global economy where inflation becomes “too hot” and growth “too cold.”