September 07, 2023 What Is It About the US Consumer? by Eric Winograd, Kevin Tomassetti Resilient consumer spending has been a pillar of the US economy. While activity may soften, we think the consumer will help the coming slowdown stay mild. Economics, Fixed Income Likes 0 SHARE Bookmarks
September 01, 2023 BRICS’ Expansion: A Journey of a Thousand Miles by Adriaan du Toit The BRICS’ invitation to six more nations to join their group is an important initiative promoting greater global influence for major EM countries. China, Economics, Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
August 09, 2023 The Two Speeds of the US Economy by Eric Winograd Recession? Soft Landing? Getting a read on the US economy’s direction hasn’t been easy. Economics, Fixed Income 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 03, 2023 Fixed-Income Midyear Outlook: Surfing Lessons by Scott DiMaggio, Gershon Distenfeld Surf’s up! Elevated yields and negative correlations are good news for bond investors. We share strategies for making the most of today’s opportunities. Economics, Fixed Income, Income, Invest for Efficient Income, Late-Cycle Investing 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 15, 2023 Will the Emerging Markets’ Financial Sector Trigger a New Crisis? by Okan Akin, Markus Schneider Banking sector crises have historically been one of the key drivers of risk for EM countries’ asset returns. Could the next banking crisis be in EM? Economics, Emerging Markets, Fixed Income 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 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
April 26, 2023 Sizing Up the US Government’s Debt Burden by Richard Brink, Eric Winograd The debt-ceiling debate has reignited concern about government borrowing. We tackle key questions arising from our recent Disruptors Series podcast. Currency, Disruptor Series, Economics 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