Viewpoints about Interest rates
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Goodbye, negative-yielding debt: Three-minute macro
The era of negative-yielding debt is over, but we’re more focused on how debt issuance and rising rates will increase government debt burdens (and what that means for investors). Our eyes are also on Europe, where we’re cautiously optimistic in the short term. Finally, we’ve got some good news for bond investors.
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The high-yield market isn't signaling a recession
Through the interest-rate volatility and higher inflation so far in 2022, we haven't seen a reason to abandon high yield. If anything, the higher-quality segment of this market could provide a welcome boost to a portfolio's risk-adjusted return potential.
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Trigger rates: an upcoming risk to the Canadian housing market
Rising interest rates are putting a damper on the Canadian housing market as mortgages become more expensive for potential buyers. But there's more to watch: Trigger rates in variable rate mortgages may add to housing woes. Might this be a cause for concern in the Canadian economy?
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Revisiting global multi-sector fixed income in a postpandemic world
The critical challenge fixed-income investors face today is to find stable returns amid high inflation and rising yields—without taking on excessive volatility or risk. We explore some ways to do so.
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The Fed remains hawkish, but easing could occur in 2023
The U.S. Federal Reserve's decision to hike rates by 0.75% shouldn't surprise anyone—it was widely expected; however, the bank's latest economic projections caught markets off guard. Read more.
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Will the Fed's approach to interest-rate hikes trigger a U.S. recession?
Concerns about recession risks are rising amid seemingly persistent inflation and rising interest rates. Find out to what extent these fears are warranted.
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Rising rates and real estate: Three-minute macro
A hawkish BoC should have Canadian homeowners on watch as interest-rate rises will likely eat into their purchasing power. We also break down why green energy stocks are underperforming this year and why stagflation is such a scary word.
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Three-minute macro: real rates, real concerns
Real rates are on the rise, which may create issues for equity investors, while COVID-19 may exacerbate inequality issues. Read more.
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