Complex markets can be difficult to decipher. We provide investment professionals and their clients with a global perspective to help explain the issues and trends affecting their portfolios.
Some of the moves in fixed income markets this year— such as the sell-off in Treasuries—have been faster than anything we have seen in recent years, and bond markets may remain in a state of flux for the remainder of 2021. As a consequence, core fixed income allocations require risk-aware active management, and security selection in credit markets may become an increasingly differentiated source of returns.
Despite signs of recovery in the global economy, scarring is still evident in the pace of the labor market recovery. In the US, last Friday’s jobs report emphasized the supply and demand mismatches that may take longer to resolve before peak employment can be reached. We expect policymakers to remain accommodative until a broader based recovery is underway.
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