The impact of recent bank failures and tighter lending conditions on commercial real estate and CMBS.
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Central bankers may have got their wish for tighter financial conditions but at what price to the economy and asset markets?
The Portfolio Construction and Strategy team discusses the biggest trends they are seeing in client portfolio consultations.
Considering the risks recent bank failures pose to markets and how investors might position their portfolios accordingly.
Five key bond valuation metrics for financial professionals and portfolio managers.
Does an economic soft or hard landing matter for investment grade bonds?
High quality investment grade credit may be an avenue for investors to navigate the global economic uncertainty, but regional nuances may emerge.
As central banks remain focused on tightening policy, how could fixed income sectors fare? The Global Bonds Team model scenarios.
Evidence of a collapse in inflation and impending economic downturn have potentially built conditions for strong returns from bonds in 2023.
Evidence of a collapse in inflation and impending economic downturn have potentially built conditions for strong returns from bonds in 2023.
In their 2023 outlook, Seth Meyer and John Lloyd look at the historical impact of an inverted yield curve on fixed income returns.