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Reassessing Rates, Risks and Inflation
From the JHI Global Media Conference: A look at the key risks for equity and fixed income markets through the end of 2021.
Great Expectations in Inflation
Inflation is top of mind for investors. Portfolio managers Helen Anthony and Andrew Mulliner consider whether it is permanent or transitory.
Inflation Outlook: A Celebration of Growth or Central Bank Complacency?
From the JHI Global Media Conference: Why we believe global concerns around inflation will subside as long as strong growth persists.
Come on Down: Is Inflation Priced Right?
A discussion on the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.
When Forecasts Fall Short, Humility and Diversity are Key
On the challenges of forecasting interest rates in uncertain markets.
Not Your Traditional Cycle
Discussing which themes matter most as markets try to determine where we are in the economic and credit cycle.
Forecasts can fall short; humility and diversity are key
While forecasting interest rates is difficult, humility, diversity and careful portfolio construction may help improve risk-adjusted returns.
Opportunities and risks in a multi-speed recovery
Global Bonds Portfolio Managers Dan Siluk and Jason England explain how an asynchronous global recovery should lead to dislocations and opportunities in fixed income markets.
Dystopia 2.0? Assessing the post-COVID landscape
COVID-19 propelled the pace of structural change around the globe. What will the world look like going forward?
Market and Economy Giving Fed What It Wants
Even with an update to its interest rate projections that is perhaps overdue, the Fed can still afford to be patient.
I Have Met the Enemy and They Are Me
Pondering the question of who is putting money into long-duration bonds at today’s ultra-low rates.
Disappointing Payroll Data Doesn’t Change Our Outlook
Head of U.S. Fixed Income Greg Wilensky shares his thoughts on today’s employment report and why it doesn’t change our long-term outlook.