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Active fixed income

Research and Active Engagement: Whither the consumer?
How international patterns of consumer demand could determine performance for the rest of the year. 
Euro credit: Steadying the course?
Where we situate European fiscal shifts and policy easing amid global turmoil. 
Global high yield: Pivoting to Europe
Despite US-induced volatility, the international picture for high yield appears rosy. 
Riding out regime change in fixed income
We assess how public and private credit investors can navigate macro volatility, while questioning the enduring strength of US Treasuries... 
Podcast: In conversation with… Eric Adler, CEO, Asset Management
Eric Adler gets behind the microphone to share his thoughts. 
Emerging market debt: All eyes on the US
Emerging markets have proved resilient in a turbulent first half of the year – but risks remain, not least from an unpredictable US. 
An end to US exceptionalism?
The rebalancing to come, messy though it may be, could ultimately lead to a healthier equilibrium of capital allocation. 
Podcast: a profound shift for markets
This special episode of the CIO call marks the publication of our midyear global outlook. 
Midyear global outlook: Gravity defied – for now
Even though many markets have recovered poise since the recent volatility spike, they remain vulnerable to further shocks and crucial long-term questions for investors persist. 
Active Fixed Income Outlook: Politics vs. economics
Could markets soon be wrestling with the consequences of fiscal dominance on the streets and debt mountains on the spreadsheets? Recommended content for you
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