HYEM

U.S. Elections: What A Trump Win Would Mean For Emerging Markets Debt

Best-Performing Bond ETFs For 2024

Best-Performing bond ETFs for 2024 are those with low duration and negative duration. The best-performing bond funds have outperformed in spite of delayed rate hikes. The Simplify Interest Rate Hedge ETF (PFIX) is one of the best performing bond funds for the year.

Weekly Report: what happened at HYEM last week (0715-0719)?

Asset Allocation Committee Outlook Q3 2024: Policy And Politics

Asset Allocation Committee Outlook Q3 2024: Policy And Politics. Neuberger Berman says political and market volatility is likely to rise in the second half of the year. We are concerned that the U.S. Federal Reserve may wait too long to make its first rate cut.

The Yield Advantage In Global Markets

Inflation volatility is decreasing, providing opportunities for investors to benefit from positive real yields. Dan Ivascyn says investors should be patient and take advantage of the yield advantage in global markets. He says there's great value outside of the United States. The US economy is strong and will likely be favorable to emerging markets.

Overcoming Inertia: How Home Bias Hurts U.S. Investors

Home Investing Strategy Fixed Income Analysis Overcoming Inertia: How Home Bias Hurts U.S. Investors. Global bonds hedged to the US dollar have historically been less volatile and generated higher risk-adjusted returns. Over the past 40 years, hedged global bonds have captured 86% of gains when US bonds rallied. Global yields are coming off their highest levels in a decade, and monetary and fiscal policies are diverging globally. These conditions favor global fixed-income exposure.

Weekly Report: what happened at HYEM last week (0708-0712)?

Fixed Income Perspectives: Looking Ahead At Q3 2024 - A Resilient U.S. Economy Is Keeping Rate Cuts On Hold... For Now

Despite policy rate cuts remaining elusive, several tailwinds are boosting a resilient U.S. Economy. Global central banks are actively transitioning onto a path of easing policy. Many fixed income asset classes are poised for potential outperformance heading into the second half of the year.