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Convertibles 4Q23 Outlook

Look ahead on convertible bonds to see what sets this asset class apart from traditional straight bonds.

 

Emerging Markets Debt 4Q23 Outlook

The EMD team looks ahead on how the headwinds from China can influence the Emerging Markets sector as a whole. 

Emerging Markets Debt 4Q23 Outlook

The EMD team looks ahead on how the headwinds from China can influence the Emerging Markets sector as a whole. 

 

U.S. High Yield 4Q23 Outlook

Many of the fears that gripped investors just months ago seem to have vanished. Read the High Yield outlook for the fourth quarter below.

 

Investment Grade Credit 4Q23 Outlook

Given our late cycle view of the economy, we do not believe there is room for spreads to tighten, but little risks that could drive spreads wider.  Our view is that the US economy is at its late stages of the economic cycle.

Investment Grade Credit 4Q23 Outlook

Given our late cycle view of the economy, we do not believe there is room for spreads to tighten, but little risks that could drive spreads wider.  Our view is that the US economy is at its late stages of the economic cycle.

 

Implications of a "Higher-for-longer" Fed

The trend of economic resilience that we highlighted in our last quarterly commentary continues to play out.

 

Securitized 4Q23 Outlook

Agency Mortgage backed securities remain historically compelling but it’s a tale of two markets. Read the latest outlook for the Securitized market here.

Securitized 4Q23 Outlook

Agency Mortgage backed securities remain historically compelling but it’s a tale of two markets. Read the latest outlook for the Securitized market here.