Latest Fixed Income Insights
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13日
Looking for ‘safe’ carry
US investment-grade bonds could prove relatively resilient as conditions for credit become tougher.
