固定收益見解
Fixed Income · 2022年11月01日
US Treasuries volatility is rising amid deteriorating liquidity
As we await tangible signs that the end of Fed rate hikes is near, we remain neutral on US Treasuries.
Fixed Income · 2022年09月05日
Fixed income: where we stand
The rise in yields means that safe-haven bonds are part of the conversation again.
Fixed Income · 2022年07月28日
German and Swiss sovereign bonds update
We stay neutral on core sovereign bonds as we expect them to remain a safe-haven asset in case of economic recession or financial markets turmoil.
Fixed Income · 2022年07月25日
Italy government bond update
Given upside risks on 10-year Buoni Poliennali del Tesoro (BPT) yields we remain underweight euro periphery government bonds.
Fixed Income · 2022年06月30日
Treasury yields seen as heading down by year’s end
Expecting a lot of near-term volatility, we remain neutral on US government bonds for now.
Fixed Income · 2022年06月08日
Aggressive pricing hurts convertible bond market
Convertibles have had a hard time this year…but there is a silver lining.
Fixed Income · 2022年05月30日
More pressure on the renminbi, less on bonds
Monetary policy divergence could continue to weigh on the Chinese currency, while the closing of the yield gap means we have moved from an overweight to neutral on Chinese government bonds.
Fixed Income · 2022年05月06日
Close to a peak?
We expect the upward pressure on government bond yields to ease as the year progresses.
Fixed Income · 2022年04月15日
Bond investors need to understand the volatility cycle
Fixed income markets have become increasingly volatile, a trend that looks set to continue. Investors need to adapt themselves.
Fixed Income · 2022年04月13日
Looking for ‘safe’ carry
US investment-grade bonds could prove relatively resilient as conditions for credit become tougher.
Fixed Income · 2022年01月12日
Our 2022 scenario for corporate bonds
Looking for a comfortable spread cushion.
Fixed Income · 2021年12月10日
Our 2022 scenario for the UK economy and gilts
We are relatively cautious on the UK’s prospects next year. We remain underweight UK government bonds.
Fixed Income · 2021年09月21日
Tailwinds for euro periphery bonds
Positive yields and falling spreads mean we are relatively more upbeat on Italian and Spanish debt than on euro government bonds in general.
Fixed Income · 2020年08月20日
The European Bond Market - New Hegemon?
With nearly a trillion euro of bonds potentially in issue by 2024, the EU has created a deep, liquid and highly investable market.
