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Adapt to thrive in the Fixed Income Jungle

Fixed Income, Adapt to thrive
Over a decade ago negative rates started looming, creating an unprecedented environment. Well the Fixed Income space is definitely the opposite, a lush jungle dominated by the canopy, aka the AAA-AA ratings, covering an Investment Grade A to BBB ratings understory, down to the High Yield BB and lower ratings forest floor.
  • US elections, Asset Allocation, Macro, Florence Pisani, Emile Gagna

    Trump’s Economic Policy

    The election of Donald Trump, coupled with the Republican Party's control of both houses of Congress, has resulted in a new political landscape in the United States. What key decisions must the new administration make? What impact will these decisions have on the macroeconomic environment, financial markets and investors?
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    Precision Oncology Powered by AI: A New Era for Cancer Treatment

    Have you heard about radiotheranostics? This new field in medicine combines diagnosis and therapy. It involves using specially designed radioactive compounds that can both identify cancer cells and deliver targeted radiation therapy to destroy them. This is one of the latest developments of precision medicine, a domain that offers fascinating prospects in both early detection and specific treatment.
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  • Fixed Income
Fixed Income, Monthly Coffee Break

Markets seem now more vulnerable to surprises and event risks

Over the month of January, rates markets ended up at much the same point where they stood at the beginning of the year, but masking significant intra-month volatility. Usually, an inauguration would not be expected to cause much turbulence, as policy proposals should be well-understood and priced in.
Fixed Income

Wholesale repricing of monetary policy expectations.

The last month of 2024 was a difficult one for the markets. Most major rates markets sold off, with the US 10-year rising by 40 basis points. At the same time, risk assets offered relatively little respite.
Charudatta Shende, Nicolas Jullien, Fixed Income, US elections

Ballots to Bonds

Following the US election, what will the bond landscape look like around the world in the near term and the medium term? President-elect Trump should be able to implement much of his political agenda over the next few years. We think four themes stand out: Tariffs, Regulations, Tax Cuts, and Immigration. What we don’t yet know is the timing and the magnitude of these elements.
Fixed Income, Adapt to thrive

Adapt to thrive in the Fixed Income Jungle

Over a decade ago negative rates started looming, creating an unprecedented environment. Well the Fixed Income space is definitely the opposite, a lush jungle dominated by the canopy, aka the AAA-AA ratings, covering an Investment Grade A to BBB ratings understory, down to the High Yield BB and lower ratings forest floor.
Fixed Income

Spotlight on the central banks

Central banks were out in full force in September, with the Federal Reserve implementing a meaningful 0.5% rate cut, while the ECB continued its easing cycle with a cut of 0.25%.
Charudatta Shende, Fixed Income

High Yield, High Risks?

Over the last 2 years Central Banks-driven rates hikes have deeply impacted the High Yield markets globally.
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