Why the return of corporate pricing power provides further evidence that this inflationary regime change is already under way.
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.
Why investors should view El Niño and La Niña as part of a wider climate system, with compounding effects on markets, sectors and portfolio risk.
Join Richard Bernstein and Seth Meyer as they discuss deglobalisation, persistent inflation, equity market leadership and emerging investment opportunities.
Looking at the potential significance of an 8% yield threshold for investors in high yield bonds.
Brazil’s first-round election surprise has proved supportive for markets, but longer-term credit implications depend on fiscal credibility, reform and policy delivery.
Collateralized loan obligations (CLOs) have consistently shown better credit strength than their corporate counterparts.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Reflecting on the limitations of investing in Agg-like bond portfolios and proposing another approach to fixed income investing.
Why the market may be overlooking the long-term strengths of some of Europe's leading luxury brands.
A strong economy, persistent inflation, and a lagging Fed could signal tighter monetary policy ahead and a renewed focus on fundamentally driven investments.
Why we believe a rate hike backing up hawkish rhetoric is a step in the right direction for calming a jittery bond market.