August 04, 2023 Multi-Asset Income Opportunities with an Inverted Yield Curve Short-term investment-grade bonds can inject income potential and quality to multi-asset strategies. Income, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks
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
July 14, 2023 Midyear Outlook: Three Income Themes for Multi-Asset Investors by Karen Watkin, Edward Williams An improved income outlook for multi-asset investors, including higher yields, sharply contrasts with cloudy conditions at 2023’s start. Income, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks
July 05, 2023 Equity Outlook: AI Stars Eclipse Broader Earnings Resilience by Chris Hogbin Excitement over AI has driven equities this year. Yet investors should maintain a disciplined, long-term focus amid uncertain market conditions. Artificial Intelligence, Equities, 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
June 02, 2023 How the Yen Drives Japan’s Monetary Policy by Yusuke Hashimoto, Brad Gibson Inflation is up in Japan, but the Bank of Japan seems unresponsive. Here’s what’s really going on. Economics, Fixed Income, Policy & Regulation, Rising Rates Likes 0 SHARE Bookmarks
May 18, 2023 Taking a Time Out? The High Price of Idle Cash Parking your fixed-income assets in cash may seem like a safe choice in today’s volatile investing environment, but it’s actually a risky proposition. Here’s why. Fixed Income, Income, Invest for Efficient Income, Late-Cycle Investing, 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 04, 2023 Don’t Bank on Bank Loans in 2023 by AJ Rivers, Matthew Sheridan As the credit cycle turns, a diversified approach that balances rate and credit risks may succeed where bank loans may not. Fixed Income, Income, Invest for Efficient Income, Late-Cycle Investing, 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
April 21, 2023 Is Europe Facing Another Banking Crisis? by Andrew Birse, Jane Bleeg Investors in European bank shares have been rattled by recent turmoil in the sector. But many banks are in much better shape than widely perceived. Equities, Rising Rates Likes 0 SHARE Bookmarks