Fixed income markets are digesting the stimulus as both a positive for the economic recovery it brings and also the drawbacks of the massive debt being added to our deficit.
As most of the market attention is on the Reddit / GameStop saga, fixed income investors tuck in for more immediate harsh realities the economy is facing and spreads pullback.
The changing fixed income investment landscape is making it more difficult for portfolio managers to achieve higher returns, however, operational inefficiencies are often their biggest hurdle.
Fixed income markets remained relatively calm this week as the new administration begins its 100-day plan, with investors still weighing how policies will affect their portfolios.
Fixed income investors are anticipating additional stimulus but fear inflation on the back of increased government spending; Powell reiterates that bond market programs won’t be tapered soon.
Who said 2021 was going to better than 2020? 2020 vibes are still lingering out there as investors are already looking towards the back half of 2021 for some sense of normalcy and recovery for the…
From a 10,000-foot view, the outlook for bond investors is that the markets will be determined by the recovery from the pandemic, and that recovery will not follow a straight line upward.
Leaders in fixed income investment management know its crucial to adapt new technology and data to overcome the significant competitive pressures in the industry.