Six Investment Themes to Monitor in the Second Half of 2022
These are the six major themes influencing positioning across our fixed income portfolios for the second half of 2022.
These are the six major themes influencing positioning across our fixed income portfolios for the second half of 2022.
Now that yields have reset higher, bonds are positioned to protect portfolios while delivering higher income.
As investors grapple with a new era of macroeconomic uncertainty, liquidity is king in the near term.
These are the six major themes influencing positioning across our fixed income portfolios for the second half of 2022.
Now that yields have reset higher, bonds are positioned to protect portfolios while delivering higher income.
As investors grapple with a new era of macroeconomic uncertainty, liquidity is king in the near term.
Knowing the stakes, the Fed is likely to keep surprises to a minimum.
The U.S. Federal Reserve met expectations and increased interest rates by 25 basis points.
The market’s expectations for curve flattening may be excessive, as the timing of rate hikes and the aggressiveness of the Federal Reserve are still open to debate.
The market’s curve flattening expectations may be excessive, as the timing of the hikes and aggressiveness of the U.S. Federal Reserve are still open to debate.
These are the seven major themes influencing positioning across our fixed income portfolios in the first half of 2022.
With tapering worries in the rearview, attention has returned to the inflationary environment.
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.