From PGIM Fixed Income Chief U.S. Economist, Tom Porcelli
In one of the more anticipated FOMC meetings in recent memory, the Federal Reserve kicked its...
By Magdalena Polan, Principal and Head of Emerging Market Macroeconomic Research, PGIM
The possibility that China’s slowdown, and under-sized fiscal stimulus, might weigh on the...
European investment manager Amundi says that economic growth is moderating but not collapsing across the developed world and inflation is falling in line with...
Comments from Erik Weisman, Chief Economist and Portfolio Manager, MFS Investment Management
The Fed is right where it should be right now. Congratulations are in...
From Harvey Bradley, Senior Portfolio Manager at Insight Investment
High real policy rates provide flexibility to cut
With inflation having declined significantly from peak levels, real policy...
From Dylan Bourke, Managing Director and Portfolio Manager, Kapstream Capital.
Rising interest rates, equity market volatility, and stretched market valuations are seeing investors reconsider the...
By Laura Cooper, Managing Director, Head of Macro Credit and Global Investment Strategist at Nuveen.
Key takeaways:
Earnings have held up, bank results have surprised...
Article sourced from Kapstream Capital
For a time, when interest rates were low, the benefits of investing in fixed income was reduced.
Investors, in their chase...
