Latest Insights CYCLICAL OUTLOOK Post Peak Markets appear priced for a benign economic outcome that would be a historical rarity given current conditions. Higher bond yields offer resilience amid increasing risks to the global economy. Learn More Filter: Section: Tag: Date: Expert: Ticker: Reset All View from the Investment Committee Value Returns to Fixed Income Markets(video) Group CIO Dan Ivascyn discusses how the volatility of the past two years has set the stage for bonds to offer greater downside cushion and improved return potential ahead. Blog October CPI: Small Surprise, Large Market Reaction U.S. inflation cooled more than expected, and bond markets rallied, but the Fed is likely to remain in a long pause. Blog Despite Resilient Data, Fed Signals Prolonged Pause Tighter financial conditions prompted Federal Reserve officials to take a step back from data dependence, and suggest a higher bar for future hikes. Blog ECB on Autopilot The ECB may raise rates further, but we believe the yield sell-off makes European duration increasingly attractive. Load 4 more results FAQs Are rising rates bad for bonds? What can a flattening or steepening yield curve signal about the economic outlook? What influence does inflation have on rates and vice versa? Resources Education Understanding Inflation Learn More Education Navigating Interest Rates Learn More
View from the Investment Committee Value Returns to Fixed Income Markets(video) Group CIO Dan Ivascyn discusses how the volatility of the past two years has set the stage for bonds to offer greater downside cushion and improved return potential ahead.
Blog October CPI: Small Surprise, Large Market Reaction U.S. inflation cooled more than expected, and bond markets rallied, but the Fed is likely to remain in a long pause.
Blog Despite Resilient Data, Fed Signals Prolonged Pause Tighter financial conditions prompted Federal Reserve officials to take a step back from data dependence, and suggest a higher bar for future hikes.
Blog ECB on Autopilot The ECB may raise rates further, but we believe the yield sell-off makes European duration increasingly attractive.