With surging inflation amid record-low unemployment over the past 18 months, discussions about “secular stagnation” have receded into the background.
However, today’s high inflation stems...
By Erik S. Weisman, Chief Economist and Portfolio Manager, MFS Investment Management
The jury is out on whether the United States economy will be able...
It’s a significant understatement to suggest it’s been a big couple of months in markets, with the conflict in Iran continuing to dominate headlines...
The Fed's game plan hasn't changed, but defeating inflation will take longer than it expected. From Deborah A. Cunningham, Chief Investment Officer, Global Liquidity...
Amundi Asset Management has released a new paper covering its 2023 Investment Outlook, titled “Some light for investors after the storm."
We present here the...
From Donald Ellenberger, Senior Portfolio Manager and Head of Yield Curve Committee at Federated Hermes
This month’s slightly cooler U.S. inflation report likely won’t give...
From Michael Goosay – Chief Investment Officer, Fixed Income at Principal Asset Management.
Summary of investment implications
EMERGING MARKET DEBT Emerging market debt continues to build momentum,...
