Daniel Siluk explains why diverging policy paths may create opportunities for globally minded bond investors to generate steady income and increase diversification within broader portfolios.
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As shifting politics collides with economic realities, what might this mean for fixed income? Jim Cielinski focuses the telescope on prospects for the new year.
By taking a multi-asset and global approach, investors can uncover attractive opportunities for excess returns in 2025.
How to navigate multi-asset credit in 2025 if the porridge turns out to be hotter or colder than expected.
Potentially higher US inflation and growth coupled with tariffs are likely to impact the emerging markets landscape. What are implications for emerging markets debt investors?
Trump 2.0 has divergent implications for interest rates in the US versus elsewhere.
A resurgence in productivity underscores a significant shift toward greater efficiency.
The Fed’s decisive move to cut interest rates again coupled with a quick election outcome introduces a mix of clarity and uncertainty in the US.
Identifying the appropriate range for policy rates has gotten even more challenging given economic initiatives proposed by the incoming administration.
A discussion of current opportunities in equities and fixed income, and why a flexible asset allocation approach might prove valuable in today’s complex market landscape.
A discussion on how the macroeconomic environment is impacting the securitized and multi-sector credit markets.