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Global Cyclical Outlook: April 2017

Global Cyclical Outlook: April 2017

With the US beginning to normalize official short-term interest rates, global monetary policy is becoming less accommodative overall. Meanwhile, the global economy seems poised for its best year of growth since 2010. Explore the factors driving our assessment in the latest global cyclical outlook.

Economics


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The Perils of Passive with Global Bonds

The Perils of Passive with Global Bonds

by Erin Bigley

The quick fix for rising US interest rates is to go global with your bond portfolio. But not so quick! You’ve got to be choosy—and you can’t do that with a passive approach. You need flexibility with your exposures to take advantage of opportunities and manage downside risks.

Fixed Income


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Why Passive Is a Risky Choice for Global Bonds

Why Passive Is a Risky Choice for Global Bonds

Passive global bond investors may be getting more than they bargained for—in terms of risk, that is. That’s because lower-yielding debt is overrepresented in the benchmark, providing less buffer—and passive investing locks other types of risk into the portfolio.

Fixed Income


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