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After a tremendous run in equities and more than a decade without a U.S. recession, we expect muted, albeit positive forward returns.
When beta is expensive, tactical decisions make a world of difference—here is how we are positioning portfolios heading into 2020.
Global monetary policy easing is beginning to revive manufacturing, lowering the risk of a U.S. recession within a year. We therefore retain a modest overweight to stocks.
Economic fundamentals slowed in 2019 but equities soared—where do we go from here?
Highlights from the week of January 10 - January 16, 2020.
A deep dive on the current risks and opportunities in today’s senior loan market.
Highlights from the week of January 3 – January 9, 2020.
After a tremendous run in equities and more than a decade without a U.S. recession, we expect muted, albeit positive forward returns. Our portfolio overweight to equities continues to be fortified by high-grade fixed income.
Highlights from the week of December 13 – December 19, 2019.
When beta is expensive, tactical decisions make a world of difference—here is how we are positioning portfolios heading into 2020.
Highlights from the week of December 6 – December 12, 2019.
Global monetary policy easing is beginning to revive manufacturing, lowering the risk of a U.S. recession within a year. We therefore retain a modest overweight to stocks.
Economic data seem to confirm our thesis of slowdown, not recession, but do not yet confirm a turnaround; nonetheless, we believe a turning point is approaching.