We analyse how potentially higher-for-longer inflation could influence markets over the coming months.

Why we believe a changed macroeconomic backdrop makes an absolute-return investment approach increasingly relevant.

Could we see further financial casualties this year?

How far can the bond rally go?

We analyse how diverging economies can create opportunities for bond investors with a global mindset.

How our macro-focused investment themes have evolved to deal with a changing geopolitical and economic backdrop.

We examine how the theme of divergence is creating opportunities for global bond investors in the US market.

We assess what the Fed’s latest monetary-policy signalling could mean for bond markets.

We assess central banks’ latest strategies on interest rates as near-term inflation continues to rise.

We assess the mood in bond markets as central banks once again start to focus on tapering quantitative-easing…

We assess some potential consequences of the pandemic, and how they may play out in the global economy.

How the pandemic and rescue packages are changing both corporate behaviour and the dynamics of fixed-income markets.