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    Fixed Income: Preparing for the Big Shift

    Our latest research uncovers four major trends transforming fixed income portfolios, revealing what is driving institutional investors across the globe to adopt new ways of fixed income investing.

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    Insights

    Why Bond Yields Have Fallen Despite Inflation Fears

    Why Bond Yields Have Fallen Despite Inflation Fears

    Although the structural and cyclical inflation factors are lowering our confidence to make a call on interest rates, we see five factors holding interest rates and yields down..

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    Many Contradictions In The June US Employment Report

    Many Contradictions In The June US Employment Report

    In our latest Weekly Economic Perspectives, we discuss various trending topics globally, including the US employment report, UK housing demand and Australia housing credit rises, manufacturing in Japan, in addition to a weekly market update.

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    A Kernel of Caution in a Robust Recovery

    A Kernel of Caution in a Robust Recovery

    In our mid-year update to our 2021 Global Market Outlook, we raise a set of key themes that arise from our outlook on fixed income and on equities, and identify the risks that we see on the horizon.

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    View all of our insights and market commentary.

     

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