Tag: Fixed Income

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O’Connor CIO Newsletter-Hedge Funds Outlook

The challenging macro backdrop of 1H2022 has weighed heavily not...

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Taking Stock: UK Companies and the Inflationary Landscape

Cheeseburgers. What is happening across the UK economy can be...

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Barometer: Earnings Maths Does not Add Up

Stocks remain vulnerable to a wave of profit forecast cuts,...

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JP’s Journal: Where the US Leads, Others will Follow

Last Wednesday the US Federal Reserve (Fed) delivered its expected...

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The Evergreen Appeal of High Yield Bonds

High yield bonds have unique characteristics compared to conventional fixed...

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Buy Now While Spreads Last

The incredible repricing across fixed income this year has left...

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Will High Yields Stay High?

The repricing in markets has been particularly painful for investors,...

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Forget Interest Rates, It’s the Direction of the Dollar that Counts

Key takeaways   EM local rates are currently at their...

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How ESG Scoring Really Works

In recent months and years we have seen remarkable growth...

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EMD Resilience to be Put to the Test—Again

The Franklin Templeton Fixed Income team provide an update on...

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