High yield communications: Five trends to watch in 2020 Opportunity abounds in new innovations and even some traditional services
The Fed is well-equipped to handle year-end repo volatility We believe the Fed has the tools in place to avoid another spike in repo rates
Insured municipals offer investors additional assurance Insured bonds continue to pay interest and principal even if an issuer defaults
Third Fed rate cut could be the last in 2019 The near-term path of rates is likely dependent on the economy and US-China trade talks
Is the bad news priced in? Economic policy uncertainty and trade conflict may linger, but without a US recession, I do not anticipate significant further slowing in global growth
Temporary measures have stabilized repo markets In the longer term, we believe the Fed will enact a more permanent solution to maintain stability
Fed cut meets market expectations, but future cuts are in doubt Repo operations remain on the horizon amid short-term funding market volatility
Municipal bond performance has gotten a boost from high demand and low supply Fundamentals also look supportive, while valuations appear tight
Markets shift sharply as uncertainty rises Invesco Fixed Income remains cautious on risk until the dynamic between growth and monetary policy is resolved
Argentina’s presidential primary raises policy questions Invesco Fixed Income takes a cautious stance on Argentine assets