Markets expect interest rates to fall this year, offering investors the strongest opportunity for fixed income seen for a long time. Watch this video podcast to learn how best to harvest this exciting opportunity.
As central banks start to think about cutting interest rates, forecasts for a peak in credit default rates are not far behind — and could happen sooner than expected, says Wellington Management’s Alex King.
Across the developed world, inflation is back and here to stay, says Wellington Management’s John Butler.
Following Fed signals
Review of 2023’s monetary policy decisions
BofA Global Fund Manager survey
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Developed markets face pressure
Steeper debt costs could weigh on returns