Investment analysis for yield and duration-focused investors
Congress wraps up before the midterms as lawmakers weigh data center and stock-trading bills, and the SEC considers e-delivery and will start operating with just two commissioners.
Beata Manthey and David Groman discuss why they see the year's market gains as a sign of resilience and not complacency. The macro and earnings backdrop matters more than headwinds from rates, geop...
Themes, outlook, and investment implications across global fixed income markets.
Long-term bond yields remain near multi-year highs across developed markets, while volatility stays elevated. Inflation, policy uncertainty and geopolitical tensions call for flexible fixed-income...
Learn how asset-backed finance (ABF) differs from corporate credit, the dimensions that shape an allocation, and the roles ABF can play.
From the role of bonds in balanced portfolios to the companies shaping emerging markets, this Upfront episode explores where Baillie Gifford investors are seeking long-term growth in an ever-shifti...
In this episode of Must Read Research on Global Research Unlocked, Candace Browning examines how perception is shaping market outcomes across asset classes. We explore why oil remains near $100 des...
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While sovereign debt crisis concerns may have eased for now, that’s no free bond market pass for profligate governments.
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