What investors need to know about the Federal Reserve’s latest decision to leave rates unchanged.
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.
How March's Core PCE reading impacts rate expectations and the overall inflation picture in the U.S.
The conditions that have buoyed credit markets in recent months look set to continue.
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.
The physical world is replete with examples of how combining things can create something special – the same can be true in the world of finance.
The potential strategic pitfalls of sitting in cash.
Exploring why the credit spread on high yield bonds is distorted and potentially wider than it first appears.
Exploring the evidence to support taking a rate sensitive (high duration) stance within a bond portfolio.
Why portfolio volatility is a risk for investors and how to help mitigate this risk.
With inflation fast becoming yesterday’s news we look at how 10-year Treasury yields have behaved in rate cutting cycles back to 1969.
The three essential elements of an effective balanced strategy in the current environment.