March 14, 2023 Will Japanese Bond Investors Come Home in 2023? by Yusuke Hashimoto, Wataru Araiso Even if the Bank of Japan exits its ultra-easy monetary policies, that might not be enough to lure Japanese investors away from foreign bond markets. Here’s why. Economics, Fixed Income, Policy & Regulation, Rising Rates Likes 0 SHARE Bookmarks
March 08, 2023 Is Your Target-Date Strategy Ready for a New Investment Regime? by Christopher Nikolich, Elena Wang A challenging 2022 highlighted the need for design improvements in some target-date strategies—more diversification of stock and bond exposures. Multi-Asset, Plan Design, Rising Rates, Target-Date Solutions 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
February 03, 2023 Multi-Asset 2023 Outlook: Inching Back to Normalization by Caglasu Altunkopru, Aditya Monappa In 2023, the path to normalization will be bumpy. Multi-asset investors must be dynamic, balancing inflation resilience with growth potential—and a measure of volatility mitigation. Economics, Inflation, Multi-Asset, Rising Rates, Volatility Likes 0 SHARE Bookmarks
February 03, 2023 1Q:2023 Capital Markets Outlook Video by Richard Brink 2022 was one of the toughest years ever for markets. With markets reshaped and valuations lower, the opportunity set for 2023 has grown, but the devil is in the details. Asset Allocation, Economics, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
January 20, 2023 Who’s Afraid of an Inverted Yield Curve? by Matthew Sheridan When the yield curve inverts, bond investors should heed the signs. Fixed Income, Income, Invest for Efficient Income, Rising Rates Likes 0 SHARE Bookmarks
January 17, 2023 More Volatility Ahead? Buckle Up with Defensive Equities by Kent Hargis, Sammy Suzuki As corporate earnings continue to adjust to a new regime, markets are likely to be volatile in 2023. What can equity investors do to reduce risk? Equities, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
January 17, 2023 Weakening Growth Outlook to Eventually Favor Euro Rate Risk by John Taylor, Nicholas Sanders We believe investors should prepare to back the beneficiaries of lower euro rates—but hold off taking big interest-rate risk positions for now. Fixed Income, Rising Rates Likes 0 SHARE Bookmarks
January 16, 2023 China’s Growth and Policy Priorities Pave New Paths to Equities by John Lin As China rapidly reopens its economy, attractive opportunities will surface—particularly for investors who understand the country’s policy nuances. China, Coronavirus, Economics, Emerging Markets, Equities, Fixed Income, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
January 13, 2023 2023: A Year of Transition for the Global Economy by Eric Winograd This year will likely see a shift from extremely high inflation to worries about slumping growth. Conditions should be better than 2022, but the road will be bumpy. Economics, Fixed Income, Inflation, Policy & Regulation, Rising Rates Likes 0 SHARE Bookmarks
January 12, 2023 Municipal Market Outlook: Six Strategies for 2023 by Matthew Norton, Daryl Clements Munis may be poised to rebound in 2023, but investors should stay vigilant and ready to maneuver. Fixed Income, Income, Inflation, Invest for Tax Advantaged Income, Municipals, Rising Rates Likes 0 SHARE Bookmarks
January 12, 2023 Emerging-Market Debt Outlook 2023: A Shifting Balance of Risks by Christian DiClementi, Adriaan du Toit 2022 was a weak year for emerging-market debt, but with China pulling back on zero-COVID policies and inflation showing signs of easing, credit markets could stabilize in 2023. Given the prospect of slowing global growth, credit selection will be key. China, Emerging Markets, Fixed Income, Income, Inflation, Rising Rates Likes 0 SHARE Bookmarks