Amid a period of higher rates and inflation, European equities could exceed expectations.
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Why economic shifts could keep upward pressure on inflation – and make the case for a global approach to equity investing.
Keeping its eye on persistent inflation, the Fed reaches its expected terminal rate and plans to stay there for a while.
Despite facing banking-sector upheaval, the Fed rightly keeps its eye on inflation.
High quality investment grade credit may be an avenue for investors to navigate the global economic uncertainty, but regional nuances may emerge.
Why anchoring investment decisions to market conditions of the past decade could create risks for investors.
Identifying quality companies with stable earnings is a tactic worth considering as a potential defense against an economic slowdown.
The market seems determined to disregard the Fed’s resolve in maintaining restrictive monetary policy until inflation is tamed.
Bond investors should manage their expectations about how long policymakers are willing to endure high interest rates.
Evidence of a collapse in inflation and impending economic downturn have potentially built conditions for strong returns from bonds in 2023.
In his 2023 investment outlook, Doug Rao discusses pursuing durable US growth in a market that remains in flux.