Analyst Nick Childs examines borrower and lender behaviors to ascertain where value exists and where mortgage-backed securities can fit into a fixed income portfolio in a rising rate environment.
In the latest video from our Strategic Fixed Income Team, Co-Head Jenna Barnard explains how the team has viewed the bond markets through the prism of interest rate divergence for a number of [...]
Following a strong start to the year on economic growth expectations, political noise temporarily unsettled investors and negatively impacted non-U.S. equities. Internet, social media and [...]
Escalating trade rhetoric between the U.S. and China has put downward pressure on stocks over much of the past month.
The long-anticipated upside breakout in interest rates has arrived. Reacting to expectations of central bank policy normalization and synchronized global growth, yields pushed higher across both [...]