July 28, 2023 2023 Multi-Asset Midyear Outlook: Rounding the Corner by Caglasu Altunkopru, Aditya Monappa As economic conditions improve, multi-asset investors may see better equities opportunities, alongside compelling income generation. Economics, Income, Inflation, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks
June 27, 2023 Higher for Longer: Getting Comfortable with the New Policy Regime by Eric Winograd Growth in developed economies has been resilient, thanks to strong labor markets. But with central banks likely to keep interest rates higher for longer, how long can that last? Economics, Fixed Income, Inflation, Rising Rates Likes 0 SHARE Bookmarks
May 16, 2023 Learnings from Earnings: Macro Crosscurrents Make Growth Elusive by James T. Tierney, Jr., Dev Chakrabarti Here’s what we learned in earnings season about how companies are coping with a particularly tricky set of macroeconomic conditions. Equities, Inflation, Rising Rates Likes 0 SHARE Bookmarks
May 15, 2023 Connecting the Disinflation Dots in Multi-Asset Strategies by Caglasu Altunkopru, Aditya Monappa As more evidence points to softer inflation, multi-asset investors should consider what a return to pre-pandemic inflation dynamics means for asset allocation. Inflation, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks
May 05, 2023 The Fed and ECB Go Their Own Ways with Interest Rates…for Now by Eric Winograd The Fed and the European Central Bank each raised interest rates by 25 basis points this week. The Fed may be done, but that’s not the case in the euro area. Economics, Fixed Income, Inflation, Rising Rates Likes 0 SHARE Bookmarks
May 03, 2023 2Q:2023 Capital Markets Outlook Video by Walt Czaicki Investors are facing a multitude of market unknowns in 2023. A sound strategy over time has been to be selective and take advantage of well-researched opportunities that transcend near-term bouts of market volatility. Economics, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
May 03, 2023 Bond Investors May Find Most Rate Pivot Potential in UK, EU by John Taylor, Nicholas Sanders We believe that—although the battle with inflation is not completely won—inflation is now more likely yesterday’s than tomorrow’s problem. Fixed Income, Inflation Likes 0 SHARE Bookmarks
March 30, 2023 Inflation? Interest Rates? Look to the Longer Term by Eric Winograd, Scott DiMaggio Conflicting economic data and volatile markets can reduce visibility. It helps to look beyond the turbulence to the destination. China, Economics, Fixed Income, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
March 23, 2023 With Banks in Focus, the Fed Signals (Cautious) Optimism by Eric Winograd Yesterday’s Fed policy decisions indicate a somewhat optimistic view of the bank turmoil, but policymakers will be keeping a watchful eye on bank liquidity and lending. Economics, Fixed Income, Inflation, Rising Rates Likes 0 SHARE Bookmarks
March 01, 2023 Healthcare Stocks Can Help Lower Inflation’s Fever by Vinay Thapar Demand for healthcare products tends to stay resilient during periods of inflation. That’s good news for equity investors in the sector. Equities, Inflation, Invest for Growth Likes 0 SHARE Bookmarks
February 28, 2023 Factoring Next-Gen Inflation Resilience into Multi-Asset Strategies by Vinod Chathlani, Cherie Tan, Mark Gleason Inflation protection needs to evolve with a changing investment world. A style-balanced strategy of future-resources stocks may be an effective addition to classic inflation hedges. Climate Change, Inflation, Invest for Purpose, Multi-Asset, Responsible Investing/ESG Likes 0 SHARE Bookmarks
February 27, 2023 Why Rising US Rates Don’t Have to “Break” the System by Eric Winograd Capital markets continue functioning well despite a hawkish US rate turn, but many investors still worry about the risk of a deeper spiral. We think that’s an unlikely outcome. Economics, Fixed Income, Inflation, Rising Rates Likes 0 SHARE Bookmarks
February 16, 2023 Activating Equity Portfolios for Higher Rates and Inflation by Robert Milano, Walt Czaicki, David Wong In a world of structurally higher inflation and interest rates, there are good reasons for equity investors to consider active portfolios for equity allocations. Active & Passive , Equities, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks