Fixed Income

Highlight

Markets

06NOV 2019

Monthly markets review - October 2019

A look back on markets in October when risk appetite picked up amid hopes of progress on trade talks.

2019

OKTOBER

17OKT 2019

Markets

Investment returns of 6% or 11%: who’s right?

Institutional investors accept a future of modest 6% per-year investment returns, but after a decade of surging asset prices from bonds to stocks, individual investors expect far more.

16OKT 2019

Economie

The "inescapable truths" one year on: what's changed?

A year ago we identified the disruptive and economic forces that we thought would shape the decade ahead for investors. These were our "inescapable truths". But do they still hold true?

15OKT 2019

Markets

The death of yields in six charts

Bond yields have declined remarkably since 2008, with a growing proportion now below zero. Here we highlight some extreme instances of ultra-low yields and look at what they mean for investors.

04OKT 2019

Markets

Quarterly markets review - Q3 2019

A review of markets in Q3, when economic data pointed to an ongoing slowdown and central banks in the US and Europe eased monetary policy.

SEPTEMBER

19SEP 2019

Markets

What market returns might investors expect over the next ten years?

Investors with high hopes might be disappointed with our forecast market returns over the next decade.

17SEP 2019

Markets

Fallen angels: why passive investors may face greater risks

Passive corporate bond investors could face significant losses when the next economic downturn hits. Active managers, however, have more flexibility and should be able to manage these risks more efficiently.

12SEP 2019

Markets

The surprising diversity of bond markets

The extent of the diversity of global fixed income markets, and the scope for achieving strong returns while managing risk, may be underappreciated by investors.