Guide to the Markets

Short dated bonds have aggressively repriced as inflation expectations rise and fears creep in that central bankers maybe heading towards a policy mistake as longer...

Momentum in global growth has unexpectedly softened in recent months. Persistent supply chain disruptions are hampering production, slowing spending and delaying...

The struggle to find income is not new, but is currently complicated by expectations of rising government bond yields and heightened inflation, creating risks for...

Capital markets do not always behave as expected, as evidenced by the decline in core government bond yields in recent weeks, and the flattening yield curves that have...

The ongoing recovery and rising yields still favour risk assets such as equities, corporate HY debt and EM fixed income.Recovery has peaked for the U.S. and China,...

Variations in vaccination progress and economic stimulus have delayed synchronization of the global economic recovery. The U.S. is expected to lead the recovery in...