All Fixed Income articles – Page 63
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White papers
Fixed income outlook: Is the market overly hawkish?
After the bond bear market of 2021, valuations look more attractive in an environment where interest rate rises may already be priced in.
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White papers
Inflation Hits a Fork in the Road
A great divergence is coming into view on inflation, with the U.S. set to stand apart.
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Still Looking on the Bright Side
In this Allocation Views, our Franklin Templeton Investment Solutions team believe global stocks still have greater performance potential than global bonds, reflecting only slightly slower growth expectations.
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Video
Solving for 2022: Brad Tank on Fixed Income
As 2021 concludes, the leaders of our investment platforms got together to debate and identify the key themes that they think will guide investment decisions in 2022.
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White papers
Is This the Start of a Labor Force Liftoff?
Volatility amid the Omicron variant continues to dominate, including new restrictions in the U.K. that led the pound to hit new YTD lows.
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Inflation: Don’t You (Forget About Me)
The US Federal Reserve finally acknowledged inflation is not a “transitory” problem and signaled a greater degree of concern; but investors seem to think that the Fed will blink when markets balk.
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Podcast
All the Credit: Episode 22
The 26th annual UN Climate Change Conference (COP26) fell short of our expectations and left ESG-focused investors with more considerations than ever before.
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White papers
Omicron, Pi, Rho…
Omicron will not be the last variant that surfaces, especially with about half the Greek alphabet still unused. Much is still unknown about the risks, but they add another level of complexity to the outlook.
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Video
4 Key Trends Shaping Asset Management in 2022
Watch as David Hunt, President and CEO at PGIM, assesses the current investment landscape and shares his perspective on four key trends that will shape the industry in 2022, including:
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White papers
Economic whiplash? - Outlook for 2022 from Brandywine Global.
The defining characteristics of the economic outlook for 2022 could be more about the composition of global growth than its trend. As long as the threat persists, a return to normalcy from pandemic trauma still seems off in the future rather than around the corner.
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White papers
Fed officials’ discomfort is growing with the inflation overshoot: why it will remain cautious
US consumer prices jumped by 6.2% in October, their highest level in 30 years! Deteriorating inflation data have pushed markets towards forecasting a faster pace of tapering and a more rapid removal of accommodation in 2022. We expect the Fed to act gradually as Covid remains a major risk and as the Fed would like to see a higher participation rate.
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White papers
ESG bond market bound to deliver another record year of growth
Global ESG bond markets are bound to deliver another record year of new issuance volumes, led by broad-based dynamic activity in all its major segments. In the first nine months of the year, combined global issuance of green, social, sustainability and sustainability-linked bonds were already equal to 145% of global ESG bond supply in full year 2020.
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White papers
Our best investment ideas
Broadly speaking, valuations across public equities around the world appear full, but we see opportunities across sectors and markets. We expect valuations to be relatively flat next year.
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Focusing on the evidence: 360°, Q4 2021
What is our current view of fixed income markets? And where do we see the best relative value? In our latest edition of 360°, Andrew ‘Jacko’ Jackson and his team of specialist investors consider the areas that have the potential to deliver superior risk-adjusted returns.
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What Rhymes With “Transitory”?
The search continues for a word that describes inflation that will not derail the recovery.
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White papers
Does the end of China’s love affair with property spell heartbreak for investors?
Beneath the surface of the world’s most important industry sector, all is not well, and investors – directly or indirectly exposed – will be profoundly impacted by what the Chinese property sector does next, writes Robin Usson, CFA, Credit Analyst
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White papers
Macroeconomic Outlook 2022: Compression, decompression, absorption
2020 was a year of massive compression of economic activity. 2021 was a year of fast decompression, with demand catching up quickly as we were reopening, exerting significant pressure on supply, triggering a rise in consumer prices unseen in decades.
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White papers
Investment Strategy outlook 2022: Coping with modest rate increases
As we head towards the second anniversary of the outbreak of the COVID-19 pandemic the disease remains one of the key worries for investors. It continues to have the ability to disrupt demand and supply and for this to be reflected in bouts of “risk-off” behaviour in financial markets.
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White papers
How Vulnerable Is Emerging Market Debt to Fed Tapering in 2022
Swift and prudent monetary policy action in emerging markets that preceded the most recent taper announcement bodes well for emerging market debt markets.
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Lessons from COP26 ‘We have to realise that we can’t enjoy everything the way we have in perpetuity’
Covid may well have set back the march toward a greener planet, says Mitch Reznick, CFA, Head of Research and Sustainable Fixed Income.