We analyze 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.

We analyze the potential consequences of tighter money supply and changing central-bank rate policy

We analyze the prospects for bond markets in 2023.

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

We explain 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 signaling 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…