Despite facing banking-sector upheaval, the Fed rightly keeps its eye on inflation.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Silicon Valley Bank’s misfortunes, in our view, are not indicative of a systemic issue with the U.S. banking system.
How financial services companies are benefiting from higher interest rates, large capital reserves, and new technology.
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.
As central banks remain focused on tightening policy, how could fixed income sectors fare? The Global Bonds Team model scenarios.
With most of the bad news seemingly already priced in on the interest rate front, Paul O’Connor explores whether markets will deliver positive returns for investors in 2023.
In this video, Ash Alankar explains that signals imbedded in forward-looking options markets indicate easing inflation creating a favorable environment for global equities and bonds in 2023.
Facing what is likely to be a mid-cycle adjustment in the U.S., equities investors can dampen the impact of earnings downgrades by focusing on quality.
Cumulative central bank policy should dampen inflation, bringing relief on rates in 2023 but the outlook for credit is set to be more challenged.
AAA CLOs may be well place to benefit from a hawkish Fed due to their ultra-low duration and floating rate coupons, competitive yields and high credit quality.