November 17, 2020 Can Multi-Asset Investors Find Lasting Recovery in Emerging Markets? by Morgan Harting, Karen Watkin Emerging-market (EM) asset returns substantially lagged their developed-market (DM) counterparts over the last decade. In 2020 so far, EM equity performance has been on par with DM equities. Are we at an inflection point? Coronavirus, Emerging Markets, Low-Yield Environment, Multi-Asset Likes 0 SHARE Bookmarks
October 21, 2020 Emerging-Market Debt: Opportunity in a Volatile Environment Emerging-market debt has rebounded sharply off March lows, but attractive yields and compelling opportunities persist. We provide a roadmap for what may lie ahead. Fixed Income, Low-Yield Environment, Volatility Likes 2 SHARE Bookmarks
October 12, 2020 Why European Fixed Income Has Become More Attractive by Flavio Carpenzano, Markus Peters Despite the impact of COVID-19, euro fixed-income markets offer active investors attractive opportunities and worthwhile income. Coronavirus, Fixed Income, Low-Yield Environment Likes 1 SHARE Bookmarks
October 05, 2020 How to Reap the Most from Your Bond Allocation by Scott DiMaggio, Gershon Distenfeld Can bonds continue to play defense and provide income when yields are at historic lows? We think so. Active & Passive , Fixed Income, Invest for Efficient Income, Low-Yield Environment, Volatility Likes 1 SHARE Bookmarks
September 30, 2020 US Treasuries, German Bunds Still Anchor to Windward Recent history suggests that low—and even negative—yields don’t eliminate the offset to risk assets provided by government bonds. Fixed Income, Low-Yield Environment Likes 1 SHARE Bookmarks
September 22, 2020 How Currency Hedging Can Boost Yield by Erin Bigley Today’s low and negative global yields may look much more attractive after hedging into US dollars. Currency, Fixed Income, Invest for Efficient Income, Low-Yield Environment Likes 1 SHARE Bookmarks
September 15, 2020 The Myth of Low Yields and Low Returns by Erin Bigley Don’t fear low yields. Low and negative yields don’t necessarily mean low or negative returns. Fixed Income, Invest for Efficient Income, Low-Yield Environment Likes 1 SHARE Bookmarks
September 10, 2020 The End Game: How Governments Might Tackle Debt Burdens A wave of policy support to stabilize the world economy has left developed nations with a growing public debt load. What path will governments follow to address the issue? History offers several debt-reduction templates. Coronavirus, Economics, Fixed Income, Inflation, Low-Yield Environment Likes 1 SHARE Bookmarks
September 08, 2020 Don’t Ditch Duration by Erin Bigley Giving up duration creates its own risk. Instead of ditching duration, investors should consider pairing government bonds with an allocation to credit. Fixed Income, Invest for Efficient Income, Low-Yield Environment Likes 1 SHARE Bookmarks
August 24, 2020 Don’t Shun Global Bonds by Scott DiMaggio Interest rates are at extreme lows around the world, and they’ll likely stay low for some time. Does this mean US-based investors should revert to a US-only bond strategy? Currency, Fixed Income, Invest for Efficient Income, Low-Yield Environment Likes 0 SHARE Bookmarks
July 23, 2020 Income Assets Are Down but Not Out by Karen Watkin Higher-income assets underperformed in the second-quarter rebound. But that also means there’s pent-up potential in income-generating assets that may begin to show in later stages of the recovery. Coronavirus, Low-Yield Environment, Multi-Asset, Volatility Likes 0 SHARE Bookmarks
July 09, 2020 Midyear Outlook: Bond Investing in the Era of Low and No Yield by Scott DiMaggio, Gershon Distenfeld Low yields plus rising defaults seemingly leave little ground for bond investors seeking safety or income—or both. But for investors who remain flexible, those objectives aren’t as distant as many think. Coronavirus, Fixed Income, Low-Yield Environment, Volatility Likes 0 SHARE Bookmarks
July 06, 2020 Lopsided Equity Rally Highlights Growing Market Risks by Christopher Hogbin Global equities rebounded sharply in the second quarter. But new risks are looming as companies and countries count the costs of the pandemic. Active & Passive , Coronavirus, Equities, Low-Yield Environment, Volatility Likes 0 SHARE Bookmarks