April 04, 2023 Equity Outlook: Banks Deliver Message on Hidden Rate Risks by Chris Hogbin Turmoil in the banking sector has dented investor confidence in a fragile market environment and sharpened awareness of risks created by a new interest rate regime. Equities, Rising Rates, Volatility Likes 0 SHARE Bookmarks
April 03, 2023 Fixed-Income Outlook: Getting a Grip in Slippery Markets by Scott DiMaggio, Gershon Distenfeld Market conditions may be unpredictable, but these strategies can help investors gain traction. Economics, Fixed Income, Rising Rates, Volatility Likes 0 SHARE Bookmarks
March 31, 2023 Yield Curves and Debt Ceilings: Investing Beyond the Headlines by Scott DiMaggio, Eric Winograd Could debt-ceiling drama create investment opportunities? Economics, Fixed Income, Policy & Regulation, Rising Rates, Volatility 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 27, 2023 From Anomaly to Opportunity: High Yields on Short Bonds by Gershon Distenfeld, Will Smith, Robert Schwartz Now, with yield curves inverted across North America, Europe and parts of Asia, investors can earn extra income without increasing interest-rate risk. Fixed Income, Income, Invest for Efficient Income, Rising Rates 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 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