Defensive stocks have outperformed, but cyclicals still offer higher growth potential.
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.
Unpacking the most pressing issues facing fixed income investors today, including rates, spreads, volatility, and the Federal Reserve.
Uncertainty about the outlook for AI spending and trade have made focusing on corporate fundamentals all the more important.
Why we believe it’s prudent for investors to stay the course with their long-term objectives, even in volatile markets.
A discussion of the implications of additional US tariffs on Chinese exports and the measures to support its economy.
For investors who are relatively new to securitized fixed income, recent market volatility may have provided the first opportunity to witness how securitized sectors might respond when equity markets pull back.
With Trump's tariffs reshaping global trade, our portfolio managers share insights on the longer-term implications for financial markets.
Why the U.S. economy has a chance at avoiding recession. Plus, the opportunity we’re seeing in secular growth businesses.
Timeless teachings from Greek Stoic philosopher Epictetus that may help investors navigate market volatility and uncertainty.
The material costs of frittering away the U.S. dollar’s reserve currency status must be considered in any trade rebalancing.
Assessing the market reaction to President Trump’s tariffs and where we’re seeing opportunities as a result of the dislocation.