Although facing risks to both sides of its dual mandate, the Fed prioritized soft jobs data by delivering a quarter-point rate cut.
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In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective investors.
Daniel Siluk and Addison Maier argue that already elevated inflation coupled with fiscal stimulus should compel bond investors to assess risks along all points of the yield curve.
Ali Dibadj explores key investment themes for 2026 to help actively position portfolios for resilience and growth.
John Kerschner discusses how macroeconomic themes are impacting securitized markets and where he sees opportunities in his 2026 outlook.
Lebanon’s reform hopes hinge on banking overhaul and Hezbollah disarmament. The IMF meetings gave some further perspective on these prospects ahead of the May elections.
So far in 2025, EM sovereign supply hit record levels with a trend of issuing in non-dollar currencies seen. What are the benefits for issuers and investors?
An economy with balanced economic risks merits an equally balanced approach to bond allocations until greater clarity emerges on the labor market and inflation.
What do current market dynamics mean for asset allocation? The Market GPS Multi-Asset Quarterly highlights key drivers and positioning.
While the subprime consumer is becoming strained and delinquencies in that segment are on the rise, ABS exposed to the prime consumer remain on solid footing.
The third quarter highlighted various secular trends that could potentially set the stage for long-term earnings growth.