fixed-income investors faced a challenging environment shaped by geopolitical shocks, inflationary pressures and heightened market volatility. Economic indicators suggest a growing risk of stagflation
Uncertainty remains high, but so are bond yields, leading to attractive opportunities for active investors, Amid continuing volatility in our global economic outlook, we seek to invest in high quality fixed income
This period of volatility is unique in that it is related to a conscious policy decision and style of implementation rather than an exogenous shock. We had expected uncertainty from President Donald Trump’s policies, as he widely telegraphed that resetting global trade would be a key priority. Trump has been a proponent of tariffs and Income since the 1980s, long before he held office. But we, and many others, were surprised by the absolute level of tariffs and the Trump admi
You have a goal in mind and you’ve started to save for it. With all the choices available to you, deciding how to invest your savings may seem difficult.
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