April’s CPI report keeps hopes for a summer rate cut alive, but are investors underestimating the rate trajectory through 2026?
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.
Comments from the Bank of England suggest rate cuts are coming closer.
What investors need to know about the Federal Reserve’s latest decision to leave rates unchanged.
From our Global Research Team, an explainer on this year’s surge in energy stocks and what investors should consider going forward.
How the current interest rate environment impacts the securitized market and why active management is key to identifying the best opportunities.
How March's Core PCE reading impacts rate expectations and the overall inflation picture in the U.S.
While stickier-than-expected inflation undoubtedly alters the timing of rate cuts, it likely does not affect the Fed’s goal of eventually easing restrictive policy.
Consistent policy should temper investor concern regarding the most unfavorable economic outcomes.
Exploring the evidence to support taking a rate sensitive (high duration) stance within a bond portfolio.
Why we should be on solid ground for rate cuts and the implications for bond markets.
With global economic prospects likely to diverge further, investors should seek markets that appear to balance risks and opportunities.