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What to Watch for Next as Investors Navigate Volatile Markets
Inflation and monetary tightening are leaving investors searching for clues as to what’s next for financial markets.
Signposts to Watch as the Credit Cycle Turns
Rates uncertainty and market volatility remain in focus for investors in credit as central banks move more aggressively on their tightening path.
The UK’s Dovish Turn: The £ Gets Pounded
The Bank of England’s May meeting has stoked recession and stagflation risks, and a more measured approach to tightening.
In Accelerating Policy Normalization, Fed Seeks to Reaffirm Credibility
In raising rates by 50 basis points, the Federal Reserve acknowledges the need to prioritize accelerating inflation.
Inflation: No Rerun of That ’70s Show
Why we believe inflation is much less rooted than the recent central banker rhetoric would indicate.
Bullish Inversion: A Novel Take on the Flattening Yield Curve
Contrary to conventional wisdom, equities investors should interpret an inverted yield curve as a potentially positive development.
Global Perspectives: How Much Is Stagflation a Concern for REITs?
Views on the impact of stagflation concerns, rising rates and higher input costs on the real estate investment trusts (REITs) sector.
Opposing Forces
A look at potential economic outcomes as central banks seek to maintain growth while stamping on inflation.
Caution Merited in an Increasingly Uncertain Market
Bond investors should exercise caution as accelerating inflation has increased the risk of policy error.
I’ll have one of everything, please The case for a more diversified fixed income portfolio
What is the outlook for economic growth and how can investors ride out the risks?
Global Stocks Provide Clues to Accelerating Inflation
Equity market signals and economic data indicate U.S. consumers are tolerating higher energy prices – for now.
Revisiting U.S. Growth in a Challenging Environment
The outlook for growth equities as market dynamics shift.