Viewpoints about Fixed Income
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Food scarcity, energy insecurity: assessing sovereign ESG risks from the Russia-Ukraine conflict
The central crisis of 2022 may not be found in inflation or interest rates, but in the conflict in Ukraine. We explore the commodity market impact and how this may up the ante on geopolitical and sovereign risks.
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The high-yield market isn't signaling a recession
Through the interest-rate volatility and higher inflation so far in 2022, we haven't seen a reason to abandon high yield. If anything, the higher-quality segment of this market could provide a welcome boost to a portfolio's risk-adjusted return potential.
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A spotlight on Canadian Fixed Income
An appreciating Canadian dollar—which we expect will happen on a structural basis— might provide an attractive return profile for both Canadian sovereign debt and credit, learn more.
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Foresight November 2021: macro themes and market outlook
Optimism about the reopening has faded as supply chain disruptions, inflation, and changes in the labor market weigh on sentiment. We examine how returns expectations across asset classes have changed in recent months.
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Seeking higher income generation in a low-yield environment
It's no secret that government bond yields have significantly decreased over the past decades. In this low-yield environment, capital preservation is crucial for investors to benefit from their income generation efforts.
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Foresight May 2021: macro themes and market outlook
Optimism about the lifting of lockdown restrictions has been offset by concerns about inflation. Find out how our returns expectations across asset classes have changed in recent months.
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