Macroeconomic Outlook 2021: In 2021, It Was A Very Good Year

So said Frank Sinatra, but do our experts agree that 2021 and beyond will be “good years”? In this 2021 outlook we discuss our macroeconomic forecasts for the coming couple of years

983 insights found

Fixed income

Global Strategic Bonds Reasons for optimism in 2021

We believe that, despite the imminent challenges faced by the global economy from the continued effects of lockdowns and weak fundamentals, there are certainly factors that allow us to look at prospe ...

Iggo's insight

Old favourites

Some old favourite themes have been in focus this week as we took a breather from events in Washington.

Fixed income
5 minute read

Sterling Credit Short Duration strategy: The rally continues

December, supported by the start of coronavirus vaccinations in a number of countries, the announcement of a new $900bn fiscal stimulus in the US, and news that the UK and EU had finally struck a tra ...

Fixed income
5 minute read

Global Short Duration strategy: The rally continues

Vaccine rollout started but coronavirus infections remained elevated

Research & Investment Strategy

RCEP: Integrating Asia beyond trade

Gauging the impacts of creating the world’s largest trading bloc

Fixed income

US High Yield Market Review

The US high yield market (as represented by the ICE BofA Merrill Lynch US High Yield Index) produced a 6.17% return in 2020, slightly better than the yield-to-worst at the start of the year, and in-l ...

Fixed income

Has a Blue Wave changed our view on duration?

The first week of 2021 has been anything but boring. The Democrats won both Senate races in Georgia, which should allow them to pass a larger fiscal stimulus in the near term as well as pass other me ...

Iggo's insight

Roaring twenties

I hope you were able to stay safe and enjoy the holidays and I wish you a very happy and prosperous 2021.

Fixed income
3 minute read

Quick Take with Nick Hayes

What has worked well or not for the strategy this year?