Consistent policy should temper investor concern regarding the most unfavorable economic outcomes.
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With global economic prospects likely to diverge further, investors should seek markets that appear to balance risks and opportunities.
Portfolio Manager Dan Siluk identifies which regions have too much loosening priced in, and which have too little.
Portfolio Manager Nick Sheridan considers the prospects for global small caps and addresses why, for many investors, smaller companies are still out in the cold.
Where we see the most compelling equities opportunities across sectors in 2024.
With inflation fast becoming yesterday’s news we look at how 10-year Treasury yields have behaved in rate cutting cycles back to 1969.
A resilient economy gives the Fed latitude to lower rates at a pace of its own choosing.
What could attractive valuations in the renewable energy sector mean for investors in Europe?
Bond investors received an early gift as the Fed signaled that a material policy pivot was in store for 2024.
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?