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Market Views and Research

 

The Global Fixed Income, Currency & Commodities Blog
Direct access to our investment team's latest thoughts and perspectives on fixed income markets and the global economy.

 

Market Views
This series monitors and interprets the markets, delivering updates and insights that reflect a prism of perspectives across global markets and asset classes.

 

Research and Publications
Our research and publications demonstrate an incomparable ability to tap our global organization for original insight that can help clients make better investment decisions.

 

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Sponsored regionally throughout the year, our educational forums allow clients to remain abreast of the latest investment issues and our innovative solutions. Clients benefit by sharing ideas and learning from one another.

 

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Listen to our accomplished investment professionals as they bring you their latest investment and portfolio management ideas in an online forum.

 


In the news

 

 

 

Recent examples of Strategy thought leadership

 
The missing link thumbnail
The missing link: Economic exposure and pension plan risk
Pension plantrustees are increasingly aware of the range of risks present in defined benefit pension plans. Volatile markets have led to volatile funding ratios, compounding the impact of falling interest rates and increasing longevity. This heightened awareness has led many plans to look at ways of managing these risks.
 
Twelve in 2012 thumbnail
Twelve in 2012: What Politics Can Mean for Markets in the Year Ahead
2011 has been extraordinary in a number of respects, including the influence of politics on financial markets. In “Twelve in 2012: What Politics Can Mean for Markets in the Year Ahead,” Rebecca Patterson, Chief Markets Strategist, describes several reasons why politics could play an even bigger role in the markets in the year ahead.
 
Risky business...don
Risky business...don’t de-risk, right risk
More and more firms are seeking to de-risk their pension plans, but strategies such as tax arbitrage are not feasible in a low yield, low liquidity environment. By blending broadly diversified return-producing and liability-matching assets, however, sponsors can "right risk" their plans, providing for growth while moderating unrewarded interest rate risk.
 
Generating Income in a Low-Yield Environment
Generating Income in a Low-Yield Environment
In this "low for long" rate environment, generating high and stable income remains a challenge for investors who need to maintain portfolio yields. However, certain market dynamics are creating opportunities to pick up compelling yields across a range of asset classes, each with varying levels of risk-based capital intensity.
 
 

Expert insights

 

In his 2nd Quarter update Bob Michele, CIO of Fixed Income, Currency & Commodities, discusses the challenges facing fixed income markets today and where the team sees opportunities.

Pierre-Yves Bareau, head of the Emerging Markets Debt team, considers the outlook for EMD in this challenging economic backdrop, detailing why the valuation case for emerging markets remains fundamentally strong.

 

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