Despite headlines criticizing the rising cost of fast food, consumers’ appetite for food away from home looks set to grow over the long term.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Ali Dibadj and Matt Peron highlight why active investing suits the new market environment.
Jim Cielinski explores the income opportunity amid rates uncertainty.
What investors need to know about the Federal Reserve’s latest decision to leave rates unchanged.
From our Global Research Team, an explainer on this year’s surge in energy stocks and what investors should consider going forward.
How March's Core PCE reading impacts rate expectations and the overall inflation picture in the U.S.
Where we see the most compelling equities opportunities across sectors in 2024.
Bond investors received an early gift as the Fed signaled that a material policy pivot was in store for 2024.
Jim Cielinski explores why the math at the core of fixed income argues for a more rewarding outlook for the asset class in 2024.
Shifting narratives can quickly reverse but might some be permanent?
The Global Bonds Team puts the recent bond bear steepening in context and reflects on what it might mean for the future direction of bond yields.