Doug Rao explains how the diminishing pricing power of companies should center the spotlight on those gaining market share.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Jim Cielinski explores why the math at the core of fixed income argues for a more rewarding outlook for the asset class in 2024.
Shifting narratives can quickly reverse but might some be permanent?
With yields sharply higher, Jim Cielinski, Global Head of Fixed Income, dissects what is behind the recent move.
What to consider as consumer spending reaches its peak.
How restrictive policy is taking effect and why it should lead to a pullback in yields from current highs.
Why we believe the market is too pessimistic on inflation improvement but too optimistic on the growth environment.
With it too soon to declare victory against inflation, we believe the market should accept that interest rates will remain near current levels for longer than it expects.
An exploration of what is causing UK inflation to be an outlier.