The impact of recent bank failures and tighter lending conditions on commercial real estate and CMBS.
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.
The Portfolio Construction and Strategy team discusses the biggest trends they are seeing in client portfolio consultations.
Considering the risks recent bank failures pose to markets and how investors might position their portfolios accordingly.
Five key bond valuation metrics for financial professionals and portfolio managers.
The tremendous pain felt in fixed income in 2022 could leave bonds positioned for potential gains in 2023.
How bond investors can take advantage of higher short-term yields while still managing duration exposure.
Evidence of a collapse in inflation and impending economic downturn have potentially built conditions for strong returns from bonds in 2023.
In this 2023 outlook, John Kerschner assesses various fixed income sectors on their 2022 performance and discusses what we can expect from them in 2023.
In their 2023 outlook, Seth Meyer and John Lloyd look at the historical impact of an inverted yield curve on fixed income returns.
Following a challenging year, Greg Wilensky believes U.S. core fixed income is poised for better risk-adjusted returns in 2023.
Tom Ross explains that while high yield bond investors may need some inner strength to get past peak fear, 2023 may prove manageable if the economic downturn is shallow.