Investment Outlook

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Powerful Improvement Factor is Difficult to Recognize in Real Time

July 29, 2020

As U.S. COVID-19 cases increase, so does the risk that economic recovery decelerates. We think policy makers will do what it takes to sustain the recovery, and therefore continue to prefer U.S. equities over bonds.

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Will Policy Support be Enough?

July 27, 2020

As May and June numbers are proving out, policy support is the lifeline the economy needs, serving as a bridge to help consumers emerge on the other side of the pandemic intact.

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Six Fixed Income Themes for the Second Half of 2020

July 16, 2020

The fixed income landscape is being shaped by six key themes—this is how we are positioning portfolios in the second half of the year.

Will Policy Support be Enough?

July 27, 2020

As May and June numbers are proving out, policy support is the lifeline the economy needs, serving as a bridge to help consumers emerge on the other side of the pandemic intact.

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Keep Calm and Watch the Fed

June 17, 2020

Massive intervention helped corporate credit stage a recovery in April and May—with summer approaching the Fed turns its attention to the securitized credit markets.

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