Insights

Short-Duration High Income Bonds as a Defensive Building Block: Portfolio Manager Jim Dudnick discusses where and when to consider short-duration high yield.

The yen has sunk to a 34-year low. Can Japan’s stock market continue to rally?

Our investment professionals weigh in on the impact of delayed rate cuts on portfolios and investor behavior.

Highlights from the week of  May 3 – May 9, 2024

To identify potential deals, we leverage our GP relationships to gain insight into high-quality assets with favorable competitive dynamics.

Last week, the National Bureau of Statistics of China released inflation and trade numbers, which pointed to an economy dealing with anemic consumer demand and complex trade issues.

During a quiet economic data week, earnings dominated, pushing equities higher while bonds stayed relatively flat.

In the current macroeconomic environment, we prioritize balance in our portfolios, favoring U.S. large cap equities and high-quality fixed income.

The Eurozone recently released GDP and inflation numbers, which indicated that its economy has rebounded from a mild recession and its inflation remains stable.

Buried in the flood of economic data released last week was an updated jobs report, which showed the labor market added 175,000 jobs in April, far below the 241,000 expected.