How restrictive policy is taking effect and why it should lead to a pullback in yields from current highs.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
While progress has been made, the Fed continues to signal that the battle to lower inflation is far from over.
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.
With inflation still elevated, the Fed seeks to buy time to assess the impact of policy tightening.
Why economic shifts could keep upward pressure on inflation – and make the case for a global approach to equity investing.
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.