Finding the right frequency
Rethinking Fixed Income: Two top bond managers debate the path ahead. With uncertainties over inflation and rates, how should investors navigate bond markets? In this video, Matthew Morgan, Head of Fixed Income, asks Ariel Bezalel and Mark Nash for their views.
INFLATION HEADLINE FIGURES
US CPI
A range of flexible fixed income solutions
US 5-year forward inflation expectation
rate
%
0.00
10-year yield on
US Treasury
Source: Bureau for Labor Statistics, 29.02.2024.
0.25
0.50
0.75
1.25
1.50
2.15
2.35
2.00
1.75
2.57
%
3.2
2.9
2.6
2.3
2.0
1.7
1.5
1.2
1.0
0.5
0.0
1.00
0.7
0.2
%
4.25
3.80
3.40
3.00
2.60
2.20
1.80
1.44
1.08
0.72
0.36
0.00
As the global economy faces the heat of high interest rates, various scenarios are being bandied about by market watchers. Terms such as ‘soft landing’, ‘hard landing’, ‘no landing’ and recession are doing the rounds. Variables such as the strength of the labour market, a tense geopolitical environment, oil prices and elections in key countries are being closely followed for directions on the future. The pace and depth of any rate cuts could be dictated by how policy makers perceive the evolving inflation situation. Central banks in developed countries seem to be in a wait-and-see mode for now although it has made good progress in curbing inflation from double digit levels. In these uncertain times, we believe it’s important to cut out the noise, and fine tune your investment choices. Our wide range of fixed income funds may be able to provide the bandwidth to match your wavelength.
As the global economy faces the heat of high interest rates, various scenarios are being bandied about by market watchers. Terms such as ‘soft landing’, ‘hard landing’, ‘no landing’ and recession are doing the rounds. Variables such as the strength of the labour market, a tense geopolitical environment, oil prices and elections in key countries are being closely followed for directions on the future. The pace and depth of any rate cuts could be dictated by how policy makers perceive the evolving inflation situation. Central banks in developed countries seem to be in a wait-and-see mode for now although it has made good progress in curbing inflation from double digit levels. In these uncertain times, we believe it’s important to cut out the noise, and fine tune your investment choices. Our wide range of fixed income funds may be able to provide the bandwidth to match your wavelength.
Rethinking Fixed Income:
Two top bond managers debate the path ahead.
With uncertainties over inflation and rates, how should investors navigate bond markets? In this video, Matthew Morgan, Head of Fixed Income, asks Ariel Bezalel and Mark Nash for their views.
Source: Bloomberg as at 29.02.2024.
Source: Bloomberg as at 29.02.2024.
Source: Bloomberg
as at 29.02.2024.
Source: Bloomberg
as at 29.02.2024.
WHAT ARE YOU
TUNING INTO?
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WHAT ARE YOU
TUNING INTO?
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