Marco Giordano

Japan Macro and market Monetary policy Inflation Interest rates Fixed income program Quick Take

Should investors prepare for a rate hike in Japan?

Investment Directors Marco Giordano and Masahiko Loo discuss why a rate rise in Japan may occur sooner than markets expect.

By

Marco Giordano

Masahiko Loo

event December 2023

Quick Take

2024-12-04

Economic cycle Japan Monetary policy Opportunistic Fixed Income Multi-Sector Credit Global Credit Plus Euro High Yield Global High Yield Government bonds EM debt Investment grade High yield Fixed income Equity Multi-asset Interest rates Quick Take

How to interpret the Bank of Japan’s latest policy shift

We analyse the wide-ranging investment implications of the Bank of Japan's latest policy shift.

By

Marco Giordano

event August 2023

Quick Take

2024-08-04

Inflation Europe Monetary policy Volatility Fiscal policy EMEA Article

What next for the euro area after the ECB’s historic hike?

Eoin O'Callaghan and Marco Giordano explore the ECB’s likely next steps and the potential future path of inflation and growth in the euro area.

By

Eoin O'Callaghan

Marco Giordano

event July 2022

Article

2023-07-05

Equity Fixed income Macro and market Wealth Program iStrat Tactical allocation Article

Making the most of the new economic era’s bright spots

Despite uncertainty, there are important factors that justify a more optimistic approach. By focusing on structural trends and considering a wide range of views, investors can position portfolios for positive long-term returns.

By

Marco Giordano

John Mullins

event March 2025

8 min

Article

2026-05-31

Active management Bonds in Brief Fixed income Content CoE Program Global Program Article

Bonds in Brief: Making Sense of the Macro

What do geopolitical turmoil and Germany's fiscal transformation mean for bond markets? Investment Director Marco Giordano gives his assessment of the risks and opportunities for bond markets.

By

Marco Giordano

event March 2025

4 min

Article

2026-03-31

Active management Europe Fixed income Wealth Program Article

Top five fixed income ideas for European investors

Investment Directors Tobias Ripka and Marco Giordano share their top five fixed income ideas for European investors in 2025.

By

Tobias Ripka, CFA

Marco Giordano

event February 2025

4 min

Article

2026-02-28

Active management Fixed income Macro and market Advised Retail Program Credit Government bonds Investment grade Article

Flexibility with focus: how to position fixed income for volatility

Portfolio Manager Martin Harvey and Investment Director Marco Giordano explore how a focused use of flexibility can help position fixed income portfolios for volatility.

By

Martin Harvey, CFA

Marco Giordano

event January 2025

7 min

Article

2026-01-31

Active management Fixed income Outlook Content CoE Program Global Program Credit Government bonds Investment grade Economic cycle Interest rates Monetary policy Article

Going their separate ways: Capitalizing on bond divergence

Our fixed income experts discuss how to position portfolios for a world of uncertainty and divergence, exploring key themes and evolving bond opportunities for 2025.

Multiple authors

event December 2024

7 min

Article

2025-12-31

Outlook Fixed income Geopolitics Income Global High Yield Global Impact Bond Euro High Yield Global Credit Plus Multi-Sector Credit Opportunistic Fixed Income Credit EM debt Government bonds High yield Investment grade

Bond Market Outlook

Our fixed income experts assess how to capitalize on market volatility with a flexible and dynamic approach that leverages diverse high-yielding opportunities and manages risks carefully.

Multiple authors

event December 2024

2025-12-31

Active management Income Fixed income Wealth Program Credit Article

Diving into the new world of credit

Now that spreads have tightened, some investors think it's too late to invest in credit. But this assumption could be standing in the way of earning an attractive income.

By

Marco Giordano

Derek Hynes

event September 2024

5 min

Article

2025-09-30

Diversification Fixed income Impact investing Wealth Program Active management Investment grade Global Impact Bond Article

Destination diversification – is your bond portfolio ready to take flight?

In a new economic era, bonds once again provide the potential for downside protection, but diversification within fixed income is increasingly important. Impact bonds can offer a differentiated and diversified way to drive both positive change and returns.

By

Marco Giordano

Campe Goodman, CFA

event September 2024

5 min

Article

2025-09-30

Active management Growth Fixed income Wealth Program High yield Euro High Yield Article

Opportunities in high yield: ready, steady, pounce?

Fixed income investors face a fundamentally different environment, but opportunities to target growth in high yield are emerging, provided investors can stay on the front foot.

By

Marco Giordano

Konstantin Leidman, CFA

event September 2024

6 min

Article

2025-09-30

Active management Growth Fixed income Wealth Program High yield Article

Opportunities in high yield: ready, steady, pounce?

Fixed income investors face a fundamentally different environment, but opportunities to target growth in high yield are emerging, provided investors can stay on the front foot.

By

Marco Giordano

Konstantin Leidman, CFA

event September 2024

5 min

Article

2025-09-30

Active management Fixed income Macro and market Wealth Program Americas Brazil Canada Mexico USA APAC Asia Australia China India Japan EMEA Africa Europe France Germany Italy Russia United Kingdom Emerging markets Inflation Interest rates Macro Monetary policy Asset allocation Article

Time to capitalise on the evolving role of bonds?

We outline why we think the new economic era is elevating the role of bonds as a source of attractive and stable income, downside protection and portfolio diversification.

By

Marco Giordano

event September 2024

2 min

Article

2025-09-30

Active management Currency Fixed income Macro and market Euro High Yield Global Credit Plus Global High Yield Global Impact Multi-Sector Credit Opportunistic Fixed Income Corporate cash Defined contribution (DC) Distribution Private pension (DB) Public pension (DB) Sovereigns Subadvisory Union (Taft Hartley) Article

Currency interventions — here to stay?

Marco Giordano and Danielle Wei discuss the growing risk of large-scale currency interventions and what investors can do to prepare for the associated risks and opportunities.

By

Marco Giordano

Danielle Wei

event June 2024

4 min

Article

2025-06-30

Active management Fixed income Portfolio strategy Fixed income program Income Macro and market Credit Investment grade High yield Multi-Sector Credit Opportunistic Fixed Income Whitepaper

5 reasons to be active in fixed income

Actively managed fixed income portfolios have several distinct advantages over passive approaches.

Multiple authors

event March 2024

Whitepaper

2025-02-28

Japan Macro and market Monetary policy Inflation Interest rates Fixed income program Quick Take

Should investors prepare for a rate hike in Japan?

Investment Directors Marco Giordano and Masahiko Loo discuss why a rate rise in Japan may occur sooner than markets expect.

By

Marco Giordano

Masahiko Loo

event December 2023

Quick Take

2024-12-04

Economic cycle Japan Monetary policy Opportunistic Fixed Income Multi-Sector Credit Global Credit Plus Euro High Yield Global High Yield Government bonds EM debt Investment grade High yield Fixed income Equity Multi-asset Interest rates Quick Take

How to interpret the Bank of Japan’s latest policy shift

We analyse the wide-ranging investment implications of the Bank of Japan's latest policy shift.

By

Marco Giordano

event August 2023

Quick Take

2024-08-04

Inflation Europe Monetary policy Volatility Fiscal policy EMEA Article

What next for the euro area after the ECB’s historic hike?

Eoin O'Callaghan and Marco Giordano explore the ECB’s likely next steps and the potential future path of inflation and growth in the euro area.

By

Eoin O'Callaghan

Marco Giordano

event July 2022

Article

2023-07-05

Equity Fixed income Macro and market Wealth Program iStrat Tactical allocation Article

Making the most of the new economic era’s bright spots

Despite uncertainty, there are important factors that justify a more optimistic approach. By focusing on structural trends and considering a wide range of views, investors can position portfolios for positive long-term returns.

By

Marco Giordano

John Mullins

event March 2025

8 min

Article

2026-05-31

Active management Bonds in Brief Fixed income Content CoE Program Global Program Article

Bonds in Brief: Making Sense of the Macro

What do geopolitical turmoil and Germany's fiscal transformation mean for bond markets? Investment Director Marco Giordano gives his assessment of the risks and opportunities for bond markets.

By

Marco Giordano

event March 2025

4 min

Article

2026-03-31

Active management Europe Fixed income Wealth Program Article

Top five fixed income ideas for European investors

Investment Directors Tobias Ripka and Marco Giordano share their top five fixed income ideas for European investors in 2025.

By

Tobias Ripka, CFA

Marco Giordano

event February 2025

4 min

Article

2026-02-28

Active management Fixed income Macro and market Advised Retail Program Credit Government bonds Investment grade Article

Flexibility with focus: how to position fixed income for volatility

Portfolio Manager Martin Harvey and Investment Director Marco Giordano explore how a focused use of flexibility can help position fixed income portfolios for volatility.

By

Martin Harvey, CFA

Marco Giordano

event January 2025

7 min

Article

2026-01-31

Active management Fixed income Outlook Content CoE Program Global Program Credit Government bonds Investment grade Economic cycle Interest rates Monetary policy Article

Going their separate ways: Capitalizing on bond divergence

Our fixed income experts discuss how to position portfolios for a world of uncertainty and divergence, exploring key themes and evolving bond opportunities for 2025.

Multiple authors

event December 2024

7 min

Article

2025-12-31

Outlook Fixed income Geopolitics Income Global High Yield Global Impact Bond Euro High Yield Global Credit Plus Multi-Sector Credit Opportunistic Fixed Income Credit EM debt Government bonds High yield Investment grade

Bond Market Outlook

Our fixed income experts assess how to capitalize on market volatility with a flexible and dynamic approach that leverages diverse high-yielding opportunities and manages risks carefully.

Multiple authors

event December 2024

2025-12-31

Active management Income Fixed income Wealth Program Credit Article

Diving into the new world of credit

Now that spreads have tightened, some investors think it's too late to invest in credit. But this assumption could be standing in the way of earning an attractive income.

By

Marco Giordano

Derek Hynes

event September 2024

5 min

Article

2025-09-30

Diversification Fixed income Impact investing Wealth Program Active management Investment grade Global Impact Bond Article

Destination diversification – is your bond portfolio ready to take flight?

In a new economic era, bonds once again provide the potential for downside protection, but diversification within fixed income is increasingly important. Impact bonds can offer a differentiated and diversified way to drive both positive change and returns.

By

Marco Giordano

Campe Goodman, CFA

event September 2024

5 min

Article

2025-09-30

Active management Growth Fixed income Wealth Program High yield Euro High Yield Article

Opportunities in high yield: ready, steady, pounce?

Fixed income investors face a fundamentally different environment, but opportunities to target growth in high yield are emerging, provided investors can stay on the front foot.

By

Marco Giordano

Konstantin Leidman, CFA

event September 2024

6 min

Article

2025-09-30

Active management Growth Fixed income Wealth Program High yield Article

Opportunities in high yield: ready, steady, pounce?

Fixed income investors face a fundamentally different environment, but opportunities to target growth in high yield are emerging, provided investors can stay on the front foot.

By

Marco Giordano

Konstantin Leidman, CFA

event September 2024

5 min

Article

2025-09-30

Active management Fixed income Macro and market Wealth Program Americas Brazil Canada Mexico USA APAC Asia Australia China India Japan EMEA Africa Europe France Germany Italy Russia United Kingdom Emerging markets Inflation Interest rates Macro Monetary policy Asset allocation Article

Time to capitalise on the evolving role of bonds?

We outline why we think the new economic era is elevating the role of bonds as a source of attractive and stable income, downside protection and portfolio diversification.

By

Marco Giordano

event September 2024

2 min

Article

2025-09-30

Active management Currency Fixed income Macro and market Euro High Yield Global Credit Plus Global High Yield Global Impact Multi-Sector Credit Opportunistic Fixed Income Corporate cash Defined contribution (DC) Distribution Private pension (DB) Public pension (DB) Sovereigns Subadvisory Union (Taft Hartley) Article

Currency interventions — here to stay?

Marco Giordano and Danielle Wei discuss the growing risk of large-scale currency interventions and what investors can do to prepare for the associated risks and opportunities.

By

Marco Giordano

Danielle Wei

event June 2024

4 min

Article

2025-06-30

Active management Fixed income Portfolio strategy Fixed income program Income Macro and market Credit Investment grade High yield Multi-Sector Credit Opportunistic Fixed Income Whitepaper

5 reasons to be active in fixed income

Actively managed fixed income portfolios have several distinct advantages over passive approaches.

Multiple authors

event March 2024

Whitepaper

2025-02-28

Japan Macro and market Monetary policy Inflation Interest rates Fixed income program Quick Take

Should investors prepare for a rate hike in Japan?

Investment Directors Marco Giordano and Masahiko Loo discuss why a rate rise in Japan may occur sooner than markets expect.

By

Marco Giordano

Masahiko Loo

event December 2023

Quick Take

2024-12-04

Economic cycle Japan Monetary policy Opportunistic Fixed Income Multi-Sector Credit Global Credit Plus Euro High Yield Global High Yield Government bonds EM debt Investment grade High yield Fixed income Equity Multi-asset Interest rates Quick Take

How to interpret the Bank of Japan’s latest policy shift

We analyse the wide-ranging investment implications of the Bank of Japan's latest policy shift.

By

Marco Giordano

event August 2023

Quick Take

2024-08-04

Inflation Europe Monetary policy Volatility Fiscal policy EMEA Article

What next for the euro area after the ECB’s historic hike?

Eoin O'Callaghan and Marco Giordano explore the ECB’s likely next steps and the potential future path of inflation and growth in the euro area.

By

Eoin O'Callaghan

Marco Giordano

event July 2022

Article

2023-07-05

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