Portfolio Manager Anujeet Sareen and Senior Vice President – Investment Specialist Katie Klingensmith discuss recent moves in US Treasuries and the catalysts that could drive yields lower.

After an exciting rally for emerging markets, especially local currency bonds, our latest podcast reviews the drivers behind performance and whether the momentum could continue.

In this panel discussion, our experts assess the opportunities and risks in global corporate credit markets and what investors may see in the second half of the year:

From the Federal Reserve to banking stress, our experts discuss the top-down macroeconomic forces and bottom-up fundamentals impacting U.S. and global corporate bond markets.

Paul Mielczarski and Katie Klingensmith review the components driving inflation and discuss how these factors are shaping the team’s macroeconomic outlook and views on duration.

Despite lingering cyclical tailwinds, Portfolio Manager Anujeet Sareen believes the factors that drove the dollar higher are reversing, setting the stage for a multi-year decline in the greenback.

Taking a multi-sector view across global credit markets, Brian Kloss and Katie Klingensmith discuss where they see opportunities and how they are balancing risks and liquidity.

Jack McIntyre and Katie Klingensmith assess the inflation situation in the U.S. and globally and the potential for inflation expectations to open the door for a wage-price spiral.

The U.S. dollar bull market has been underway for some time, defying expectations. Anujeet Sareen and Katie Klingensmith discuss the drivers behind the dollar’s extraordinary strength.

Emerging markets face several headwinds to growth. Alberto Boquin and Katie Klingensmith discuss these challenges, including whether early, significant monetary tightening can curb inflation.