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China’s Trilemma and the Renminbi’s Fall
The renminbi’s resilience has faltered as appetite for Chinese assets has turned.
Global Perspectives Podcast: The High Is Back in High Yield
Recession risks and rising rates have lifted yields on high yield bonds, so are these concerns now largely priced in?

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.

Market Volatility Amplifies Themes in Industrials
Considering long-term themes in industrials during the latest stretch of market volatility.

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.

Five questions fixed income investors are asking in 2022
Our fixed income teams consider monetary policy-related conundrums and where, outside of policy, they see opportunities and risks for investors.
Research in Action: Tech’s Mega Themes Show No Signs of Slowing
Rising interest rates have weighed on technology stock multiples, but investors shouldn’t lose sight of the sector’s powerful secular trends.

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.