Fed hikes remain in play, but higher yields are creating opportunities

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Persistent inflation, elevated real yields and heavy bond issuance from the technology sector are creating a more challenging backdrop for risk assets, but the repricing in bond markets is also

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08 Sep 2026

International (ex US) and emerging market fixed income show value

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Despite heightened geopolitical tensions, persistent inflation concerns and ongoing uncertainty around US monetary policy, fixed income continues to offer compelling risk adjusted return potential heading into the second half of

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06 Jul 2026

2026 a “crossroads year” for global market investors

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The year ahead is shaping up to be a crossroads for global market investors, marked by continued uncertainty around economic growth and central bank policy, according to Eric Souders, portfolio

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12 Feb 2026

Greens shoots for global equity markets despite Trump 2.0 and a slowing US economy

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Trump 2.0 remains the focal point as markets head into the second half of 2025. There is greater clarity around the implication of the US administration’s policies on markets, and

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30 Jul 2025

US market mispricing economic slowdown with four Fed rate cuts and higher bond yields expected

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US growth is projected to decrease in the next two quarters of 2025, suggesting a potential economic slowdown, but according to portfolio manager at Payden & Rygel, Eric Souders, US

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14 Jul 2025

Absolute return focus needed in 2025 to deliver reliable income on bonds in the midst of global uncertainty

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The challenges fixed-income markets face are rising, with inflationary pressures potentially denting bond prices as US President Donald Trump proceeds with tariffs which could also depress global economic activity. These

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19 Mar 2025

Will 2025 be the year of the bull market?

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Global markets are showing signs of positive sentiment heading into 2025 but geopolitical uncertainty and the impact of the incoming Trump administration are the wild cards, according to GSFM and its

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22 Jan 2025

Time for a rethink on the place of bonds in 60/40 portfolios

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The importance of including bonds in a portfolio is more relevant today than it has been in decades, according to GSFM fund manager partner, Payden & Rygel. Payden & Rygel,

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06 Oct 2023

Pockets of opportunity provide good prospects for global bonds and equities

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The COVID-19 pandemic recovery remains non-linear across developed and emerging economies leading to a patchy outlook for bond and equity markets, but pockets of opportunity remain, according to GSFM and

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22 Jul 2021