Q3 2021: Enjoying the ride
More of our insights
Yields decline despite rising inflationary pressures
As inflation rises, longer-term yields have declined. This week’s chart looks at the yield curve as the hunt for yield gets harder.
Research Roundtable: Q3 2021 Market outlooks
Members of the Investment Research team gather to discuss their predictions for Q3 2021.
Credit market commentary: June 2021
The duration-sensitive Barclays Agg posted its third positive return of the year in June as long-term interest rates declined slightly.
Active management paramount even amid healthy credit markets
Credit fundamentals look good, yet finding returns can be tough, especially for passive investors.
As long rates fall, core fixed income stuck in the middle
Long rates have declined despite rising inflation readings. This week’s chart looks at the declining yield curve and why core FI is in a tough spot.
Rate expectations remain near zero for the long term
Prices have risen, but rates remain anchored. This week’s chart looks at Fed funds rate expectations, noting that the income problem is here to stay.