The market has become much less cyclical over time, and valuations have increased alongside growth and quality.
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.
A discussion on why active management is critical to navigating complexity in today’s fixed income markets.
As we navigate emerging bifurcation and increasing opportunities, we look at the sectors and themes like AI that are driving our asset allocation and security selection.
How balanced strategies can help investors stay true to their long-term objectives.
Perspectives on volatility, tariffs, AI, and U.S. consumer strength.
Diverging economic trajectories in Europe provide fixed income investors an opportunity to tailor duration and credit exposure based on local conditions.
How corporate efficiency is supporting profitability and earnings growth.
Assessing Fed Chair Powell’s speech at Jackson Hole and the implications for fixed income investors.
Why bond investors need a new playbook to maximize a fixed income allocation’s potential.
How a strategy of fiscal stimulus and regulatory easing can help to transform competitiveness for industries across Europe?
Despite weak jobs data, we consider the economy to be on solid footing and remain focused on the long-run tailwinds that may be created through policy change and secular growth drivers.