Despite uncertainty surrounding a raft of Trump administration initiatives, steady economic data caused the Fed to hold firm.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
A look at EM debt hard currency’s resilience amid the tariff threat.
Ranking the best-performing U.S. fixed income sectors of 2024.
Investors sitting in cash may be leaving yield on the table.
John Kerschner points out the biases that he believes may keep investors out of U.S. securitized assets
Exploring the likelihood that Fannie Mae and Freddie Mac will be privatized.
Why we believe the strategic case for AAA CLOs remains compelling amid Fed rate cuts.
Reading between the lines of the FOMC statement and Chair Powell’s press conference comments.
Stalled progress on inflation and policy uncertainty leaves the Fed little room but to hit the pause button.
Luke Newman, Kareena Moledina and Richard Clode join Matthew Bullock to delve into the prospects for active equities and fixed income strategies in the year ahead.
Jenna Barnard believes political upheaval may lean in favour of bonds.