More of our insights
As long rates surge, the spotlight shines on duration
Treasury rates’ rise this week again placed duration front and center. We look at how rising rates might help certain fixed income sectors.
Credit market commentary: December 2020
Vaccine-fueled optimism drove credit markets steadily higher throughout December.
2020: The year the “40” broke?
A tale of two halves? Our chart looks at the Barclays Agg’s uneven 2020 and what it could mean for fixed income investors in 2021.
Inflation stirring after a decade of dormancy?
Long dormant, inflation expectations have begun to stir. Our chart looks at these expectations and why higher-duration assets may be vulnerable.
5 for ’21: Corporate credit
See the key charts we believe illustrate the corporate credit landscape for 2021, and how markets are positioned to make it through a vaccine-lit end of the tunnel.
Price gains dwindle, leaving little for FI investors
Paltry income, little price appreciation leave fixed income investors in a bind. Our chart breaks down Agg returns, outlining potential trouble ahead.
