The latest on equities and fixed income markets
Explore the latest thoughts on stocks and fixed income products
Both fixed income and stock markets have been through a volatile period in recent months. However, there are still plenty of attractive opportunities in unexplored areas for the diligent allocator to seize upon.
On equities
The Long and Short of European Equity Investing (Wellington Management)
Driven by deglobalisation, a higher-rates environment and diverging fiscal policy, the European equity market is in the midst of a regime change.
Russell 2000 Index Quarterly Chartbook – October 2024 (FTSE Russell)
For compliance reasons, this paper is only accessible in certain geographies
How did the Russell 2000 Index perform in Q3 2024? Explore this chart pack to find out more.
Long-Term Return: U.S. Equities with High Market Concentration (Goldman Sachs)
Goldman Sachs' S&P 500 baseline 10-year return forecast is lower than the estimates of other market participants. Find out why.
On fixed income
Beyond the Storm: A Closer Look at Insurance-Linked Securities (Baillie Gifford)
Insurance-Linked Securities, also known as ‘cat’ bonds, have once again been having some time in the sun.
The Fed Pivots: Lower Rates, Higher Stakes (Fidelity Investments)
For compliance reasons, this paper is only accessible in the United States
Forward interest rate curves suggest that investors are expecting rate cuts to be larger than rate cuts in historical non-recessionary environments.
Active Fixed Income Perspectives Q4 2024: Temperature Check (Vanguard)
For compliance reasons, this paper is only accessible in the United States
Over the long term, starting yields have consistently been reliable indicators of fixed income returns, and disciplined active management can enhance these returns.
Fixed Income Outlook – What's Next for Corporate Bonds? (BNP Paribas AM)
The authors see breakeven inflation rates potentially rising as we believe they are currently cheap and could move up in the event of worsening ME tensions.
October Views from High Yield Municipal Team (First Eagle Investments)
For compliance reasons, this paper is only accessible in certain geographies
John Miller, head and chief investment officer of High Yield Municipal Credit Team, discusses the macro environment for high yield municipal bonds.
