Recent thinking

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After years of sustained global growth and buoyant asset prices, investors face a number of significant potential turning points in 2018. We share our thoughts on some of the major investment themes and the opportunities and challenges they present.

Thoughts for 2018

Published date: December 2017

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In corporate credit markets, our strategic views are neutral-to modestly negative. However, our positioning has remained modestly overweight given generally positive tactical views.

Fixed income snapshot desk views: credit spreads have continued to tighten

Published date: November 2017

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Post-financial crisis regulation has helped money market funds increase their ability to meet liquidity needs, especially in stressed markets. The rules continue to develop, as Robert O'Riordan explains.

The regulator and liquidity

Published date: November 2017

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Join our Q3 Fixed Income webinar of 2017 to hear an overview of key economic topics and investment themes

Fixed income review and outlook: Q3 2017

Published date: November 2017

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This is an opportunity to hear from Matthew Merritt, Head of Multi-Asset Strategy Team, who will update you on our views about the evolving economic and market environment and outline how these developments are shaping your diversified growth.

Insight broad opportunities strategy review and outlook: Q3 2017

Published date: November 2017

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Yields on short-term cash are increasingly under pressure. Here’s a way treasurers may be able to make the best of investing in the new, lower yielding world of MMFs.

Published in Treasury Today. 

A new way for treasurers to find yield?

Published date: October 2017

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In this 15 minute session, Colm McDonagh, our Head of Emerging Market Debt will discuss what has happened to emerging market classes over the third quarter of the year.

Emerging market review and outlook webinar

Published date: October 2017

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In our latest quarterly report, our experts offer their views on the trends and prospects for global fixed income and currency markets - covering assets including government bonds, credit, emerging market debt, loans, asset-backed securities and currency.

Quarterly fixed income and currency review and outlook

Published date: October 2017

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While the emerging market debt universe has evolved beyond recognition over the last two decades, the way that investors approach the asset class has been slower to evolve. It is time for investors to look beyond constrained benchmarks and toward a total return approach.

The next phase in the evolution of emerging market debt investing

Published date: October 2017

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An analysis of key portfolio management and distribution trends for multi-asset investors.

Clear Path Analysis: diversified growth and multi-asset funds 2017

Published date: October 2017

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In this 15 minute discussion, our Senior Market Strategist David Jamieson will discuss interest rates, inflation, z-spreads, real yields and other news.

LDI review and outlook : Q3 2017

Published date: October 2017

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We believe that a self-managed buy buy-in offers a more efficient alternative to a conventional insurance buy-in. However, investors should consider a wide range of factors when considering either option.

Self-managed buy-in: an effective alternative to a conventional insurance buy-in

Published date: September 2017

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Normalization of monetary policy in developed markets is often cited as a risk to emerging market investment, but a stronger global economic backdrop and lower vulnerability in key markets should mitigate some of these risks.

Emerging markets: positioning for normal

Published date: September 2017

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In the current yield environment, there is a compelling argument for expanding the investment universe to emerging markets, says Colm McDonagh. Published in Insider Quarterly.

Emerging opportunities

Published date: September 2017

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