The Fixed Income team at money manager Neuberger Berman provides their comprehensive 2011 fixed income outlook. The past year has seen periods of uncertainty in the fixed income market but has also generally provided strong results for spread (non-Treasury) sectors. Looking toward 2011, they believe that, despite several headwinds, the modest U.S. economic recovery is likely to continue and that interest rates will likely remain low. This, in turn, should provide a positive environment for sensible risk-taking and could lead to further outperformance by non-Treasuries moving forward. Download Full Commmentary Here Get Free Research Reports about Neuberger Berman Llc
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Money manager Macquarie Allegiance compares the actions of the US, EU and Chinese central banks over the last decade and how certain trends may be fading. "A lot of attention is on the Federal Reserve policy outlook, unsurprisingly because the economy is proving strong and the second round of quantitative easing is scheduled to end in June 2011. However, an international perspective would suggest that the Fed is no longer leading global policy; in fact the Fed is likely to be the next to last major developed country central bank to tighten monetary policy."