November 18, 2021 360°-View Helps Track Progress in Snarled Supply Chain by Eric Winograd, Susan Hutman, Robert Hopper Inflation is hotter than expected, thanks to robust demand paired with a snarled supply-chain. How long will it take to straighten out the supply-chain? Economics, Fixed Income, Inflation Likes 0 SHARE Bookmarks
November 16, 2021 China’s Quest for Common Prosperity: Reading the Tea Leaves by Zhennan Li We demystify why Beijing has recently pushed the paradigm of “common prosperity”—which may not mean what you think it means. China, Economics, Emerging Markets, Fixed Income, Income, Policy & Regulation Likes 0 SHARE Bookmarks
November 09, 2021 The Fed Taper Is Here…Now, What About Rate Hikes? by Eric Winograd The Federal Reserve kicks off its taper of US asset purchases later this month. But there’s a meaningful gap between the market’s inflation anxiety and the Fed’s wait-and-see approach to what it still views as a transitory challenge. Economic Outlook, Economics, Fixed Income, Inflation, Rising Rates Likes 0 SHARE Bookmarks
November 09, 2021 A Framework for Mapping Modern Slavery Risk in Investment Portfolios by Michelle Dunstan, Saskia Kort-Chick For investors, accurately identifying modern slavery risk is critical. Getting it right requires specialized tools, research and engagement. Equities, Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
November 08, 2021 Muni Investors: Stay Flexible as Rates Rise by Daryl Clements, Jason Mertz Should muni investors worry about rising rates or welcome them? It depends on how flexible you are. Active & Passive , Fixed Income, Invest for Efficient Income, Municipals, Rising Rates Likes 0 SHARE Bookmarks
November 03, 2021 Do You Know Your Bond Portfolio’s Carbon Footprint? by Salima Lamdouar, Markus Peters To support the journey to a net-zero carbon economy, sustainable investors should monitor the carbon impact of the corporate bonds in their portfolios. Here’s how. Fixed Income, Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
October 25, 2021 Our Vision for the Future by Gershon Distenfeld Clients’ needs and wants are evolving, driving five megatrends in the asset management industry. We’re paving the way. Fixed Income, Invest for Efficient Income, Low-Yield Environment, Responsible Investing/ESG, Tech & Innovation Likes 0 SHARE Bookmarks
October 22, 2021 For the Global Economy, It’s Next Stop…Policy Normalization by Eric Winograd Major central banks seem ready to head back toward normal policy settings, given the economic rebound from the pandemic and an accompanying inflation surge. Global financial markets may be choppier as a result, but monetary policy will remain accommodative for some time—and the underlying growth outlook is strong. Economic Outlook, Economics, Fixed Income, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
October 20, 2021 How to Take Control of Your Bond Portfolio’s Interest-Rate Risk by Joseph Haag, Brian Resnick Bond investors are worried about the impact of rising rates on their portfolios. Here are three strategies to help mitigate interest-rate risk. Fixed Income, Income, Invest for Efficient Income, Rising Rates Likes 0 SHARE Bookmarks
October 20, 2021 US Economic Outlook: Inflation, Growth and the Fed by Eric Winograd Headline inflation is at a decade-high rate of increase, and core inflation of 4.0% is higher than it’s been in over 25 years. But the economy is well on the road to recovery, and GDP growth is back to where it was pre-crisis. While we expect the Fed to taper in November, we think investor focus should be more on when the Fed ends quantitative easing rather than when they start tapering. Economic Outlook, Economics, Fixed Income, Inflation, Rising Rates Likes 0 SHARE Bookmarks
October 15, 2021 Connecting the Dots on China’s Growth Outlook by Zhennan Li China’s property and manufacturing sectors are only part of its economic story. For a fuller understanding, investors need to take a broader view. China, Economics, Emerging Markets, Fixed Income, Income, Policy & Regulation Likes 0 SHARE Bookmarks
October 04, 2021 Fixed-Income Outlook: Zen and the Art of Bond Investing by Scott DiMaggio, Gershon Distenfeld Bond markets are supposed to be placid. But outsized uncertainty in today’s bond markets is putting investors on edge. We make sense of today’s investing landscape. China, Fixed Income, Income, Inflation, Invest for Efficient Income, Responsible Investing/ESG, Rising Rates, Tech & Innovation, Volatility Likes 0 SHARE Bookmarks
September 30, 2021 Don’t Fear a Taper Tango: Banks Know the Fed’s Steps by Shrut Vakil The Fed will soon taper its open market security purchases. Who can fill its shoes? Economic Outlook, Economics, Fixed Income, Rising Rates Likes 0 SHARE Bookmarks