Fixed Income Perspectives

Slow Motion Ocean Waves

Positioning for a Growth Slowdown in Q3

September 23, 2021

Growth in the U.S and globally is expected to cool from 1H21's torrid pace, but fundamentals remain positive

American Flag in Grand Central

Worried About Inflation? Pay Attention to Labor Participation

August 17, 2021

Pay close attention to how labor market dynamics unfold over the next three months.

Looking down a blue spiral staircase

Seven Themes for the Second Half of 2021

June 23, 2021

These are the seven major themes shaping positioning across our fixed income portfolios in the second half of the year.

Positioning for a Growth Slowdown in Q3

September 23, 2021

While growth in the U.S and globally is expected to cool from its torrid pace in 1H21, fundamentals remain broadly positive and opportunities could arise in any meaningful bout of spread volatility.

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Has the Economic Reopening Stalled?

June 3, 2021

In anticipation of the upcoming May employment report, we take a look back at last month’s jobs number to put the “disappointing” results in perspective.

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