Barring a deep, prolonged recession, we expect leveraged borrowers to successfully navigate the late cycle backdrop given relatively healthy fundamentals.
As we enter the new year, attention is shifting from inflation to the economy and the effects of tighter Federal Reserve policy.
Our long-term return expectations for capital markets serve as key inputs into our strategic asset allocation process for multi-asset portfolios and provide context for shorter-term forecasting.
Barring a deep, prolonged recession, we expect leveraged borrowers to successfully navigate the late cycle backdrop given relatively healthy fundamentals.
Are bond investors right about US rate cuts, or will the Fed hold rates steady following the end of the hiking cycle? Watch the labor market.
Highlights from the week of January 13 – January 19, 2023
As we enter the new year, attention is shifting from inflation to the economy and the effects of tighter Federal Reserve policy.
In our view, combining an unconstrained strategy with high-quality, government-backed GNMA bonds is an effective way for advisors to protect client portfolios and take advantage of current yield opportunities.
Our long-term return expectations for capital markets serve as key inputs into our strategic asset allocation process for multi-asset portfolios and provide context for shorter-term forecasting.
Look under the hood of sizzling headline inflation, and you’ll see it starting to cool.
Don’t be distracted by the recent well-publicized earnings misses of several tech-sector giants – stocks did well in October overall. There are larger geopolitical, macro and company-specific factors at play that call for a nuanced approach to technology and tech-related stocks.
Collective investment trusts (CITs) offer many benefits to defined contribution plan sponsors — and, ultimately, to plan participants — but misconceptions about them persist.
Consumer companies that are adept at turning mountains of customer data into actionable intelligence are boosting sales and gaining market share, creating opportunities for investors.