2019 Global Fixed Income Study (Invesco, Mar 2019)
For their second Global Fixed Income Study, Invesco interviewed 145 fixed income specialists at pension funds, insurers, sovereign wealth funds, and other investment firms. Representative AUM for…
Debt and Credit Outlook
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Slower Growth - Equity Caution Quarterly Allocation Views (Franklin Templeton, Mar 2019)
We do not hold an apocalyptic view or see a high probability of imminent global recession. We still recognize the longer-term attractions of stocks and the value in certain segments. However, we…
Monthly macro view: flight of the doves (Manulife AM, Mar 2019)
Following pronounced market volatility and the U.S. Federal Reserve’s (Fed’s) tilt toward dovishness in December, the markets have been broadly characterized by stronger equity prices and lower bond…
