A forward-looking framework for evaluating when to add duration to multi-sector fixed income portfolios.
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.
Our global research analysts share their perspectives on recent market developments and what they anticipate going forward.
Why the return of corporate pricing power provides further evidence that this inflationary regime change is already under way.
Join Richard Bernstein and Seth Meyer as they discuss deglobalisation, persistent inflation, equity market leadership and emerging investment opportunities.
A strong economy, persistent inflation, and a lagging Fed could signal tighter monetary policy ahead and a renewed focus on fundamentally driven investments.
With US Treasury yields at 5%, we explore whether ‘crowding out’ is a phenomenon evident in fixed income.
Why we believe a rate hike backing up hawkish rhetoric is a step in the right direction for calming a jittery bond market.
Five charts cut through the summer market noise, revealing rising speculation, changing inflation dynamics, and a broader global opportunity set.
Why we think small caps can build on renewed performance strength.
In his clearest language yet, Fed Chairman Kevin Warsh laid out his guiding principles for monetary policy, and especially the central bank’s commitment to price stability.
Why we believe investors should actively consider short-duration fixed income.