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Article | March 2026
Diversification Without Complication: The Case for Global Bonds in 2026
- Global bond portfolios offer an effective way to manage risk, reduce home country bias and expand potential for long-term performance, often providing a complement to existing exposures.
CIO Weekly Perspectives | March 2026
Fixed Income: Why This Is Not 2022
- The echoes of 2022 are loud but misleading. The macro still points to easing, not hikes, while the credit cycle begins to turn.
CIO Weekly Perspectives | March 2026
Risk Assets: Dispersion Trumps Directionality
- 2026 was unlikely to be a year for broad market beta. The Middle East conflict and the AI-driven sell-off have now made that case impossible to ignore.