An economy with balanced economic risks merits an equally balanced approach to bond allocations until greater clarity emerges on the labor market and inflation.
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.
The market has become much less cyclical over time, and valuations have increased alongside growth and quality.
A discussion on why active management is critical to navigating complexity in today’s fixed income markets.
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.
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.
With the Fed not certain how to navigate the potential impact of tariffs, we discuss how investors might be inviting undue risk within bond portfolios.