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
January 06, 2023 European Fixed-Income Outlook: Stay High Quality in 2023 by Vivek Bommi With a lot of bad news already priced into credit markets, yields look compelling to us at current levels. Fixed Income, Rising Rates Likes 0 SHARE Bookmarks
January 03, 2023 Equity Outlook: Rebuilding Conviction in Stocks for a Changing World by Chris Hogbin Investors must now adjust expectations to a new macroeconomic and market landscape that will require a fresh mindset to reach long-term goals. Active & Passive , Equities, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
January 03, 2023 Preparing Equity Portfolios for a New Investing Era by Chris Hogbin Chris Hogbin, our Head of Equities, discusses the regime change unfolding in capital markets and provides pointers for positioning portfolios. Active & Passive , Equities, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
November 29, 2022 Can European Credit Ride Out the Storm? by Vivek Bommi As Europe struggles, it’s no surprise that European credit is out of favor. Fixed Income, Income, Rising Rates Likes 0 SHARE Bookmarks
November 25, 2022 What’s Behind the Drop in Treasury Market Liquidity? by Matthew Scott, AJ Rivers US Treasuries are experiencing a drop in liquidity. What will it take to stabilize this critical market? Economics, Fixed Income, Policy & Regulation, Rising Rates Likes 0 SHARE Bookmarks
November 23, 2022 Three Income Themes for Multi-Asset Investors in 2023 by Karen Watkin, Edward Williams Multi-asset income strategies should feature high-dividend stocks, high-yield credit and global government bonds in 2023. Income, Invest for Efficient Income, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks
November 07, 2022 The Fed’s Policy-Tightening Cycle: Enter, Phase Two by Eric Winograd The Fed has indicated smaller rate hikes moving forward, but with inflation raging, investors should be prepared for an extended period of restrictive monetary policy. Economics, Inflation, Rising Rates Likes 0 SHARE Bookmarks