June 24, 2022
Securitized credit isn’t complicated. It’s an investment involving predictable consumer behaviors that have fueled economic growth for generations.
June 22, 2022
Now that yields have reset higher, bonds are positioned to protect portfolios while delivering higher income.
June 16, 2022
Floating-rate income and the secured nature of senior loans may provide a valuable defense against both rising rates and higher default risk for investors able to stomach short-term volatility.
March 1, 2022
The devastating events that continue to unfold in the conflict between Ukraine and Russia have led to steep price declines in both countries’ financial markets.
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February 25, 2022
- Economic recovery likely undeterred: Rising energy prices add risk to Europe’s recovery but are unlikely to derail the global economic recovery.
- Expect further equity volatility: We see the strongest impacts in commodities, energy and financials, but focus should shift quickly to interest rates and supply-chain resolution.
- Seeing value amid spread widening: We believe the impact of Russia’s actions on fixed income markets has largely played out, and any further widening in credit spreads could present opportunities.
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February 23, 2022
The market’s expectations for curve flattening may be excessive, as the timing of rate hikes and the aggressiveness of the Federal Reserve are still open to debate.
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February 14, 2022
January 1, 2022 marked a significant milestone in the transition from LIBOR to alternative reference rates.
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February 2, 2022
We believe that the new levels of home prices reached during the housing rally not only will be sustained, but will be a positive force pulling us through inevitable bouts of uncertainty in markets and the economy.
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February 1, 2022
We see scope for continued global equity gains as the impacts from Covid, policy stimulus and inflation diminish. The current balance of market factors keeps us overweight U.S. large cap stocks.
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January 31, 2022
Matthew Toms, CFA, Chief Investment Officer of Fixed Income, shares our outlook for the markets for the first half of 2022.
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January 27, 2022
The market’s curve flattening expectations may be excessive, as the timing of the hikes and aggressiveness of the U.S. Federal Reserve are still open to debate.
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January 25, 2022
Sean Banai, CFA, Head of Portfolio Management, shares our outlook on Global Growth for the first half of 2022.
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January 20, 2022
Chris Wilson, CFA, Senior Client Portfolio Manager, shares our outlook for Central Banks for the first half of 2022.
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