Insights

Liquidity in the fixed income market has been challenged of late as the health crisis and financial market concerns have escalated. Global lockdowns aimed at mitigating the spread of COVID-19 will undoubtedly have ramifications on the global economy.

Financial market volatility resurfaced in July as investors contemplated an environment dominated by geopolitical headwinds, renewed trade tensions, and fading enthusiasm around the artificial intelligence (AI) trade.

We review the implications of today’s ultra-low yield environment and the changing opportunity set in private markets.

Read our newest article to deep dive into our Active and Strategic Fixed Income team’s approach to Core plus strategies as a possible solution to a low interest rate environment.

Investor sentiment thrived in April even in the wake of an erratic geopolitical backdrop that has stoked fears of stagflation.