A permanent end to the Middle East conflict, resulting from the current ceasefire, will mean the macroeconomic outlook has been shaken but not totally...
Readers of the financial press recently will have noted the term “US debt ceiling” popping up frequently in the market narrative. It is one...
Market sentiment has taken a decidedly negative turn as growth concerns stemming from the Federal Reserve’s monetary tightening percolate, according to Seema Shah, Chief...
Returns on investments just keep getting lower. As cashed-up investors look to alternative investments, fixed income funds have been beneficiaries. Fortunately, some funds have been...
They say a picture says a thousand words, so here are six. Well, they are charts and not really pictures, but this is economics. Also...
Darrell R. Spence is an economist at Capital Group. He has 29 years of investment industry experience, all with Capital Group. He holds a...
By Andrew Lakeman, Atlantic House Co-Founder Stagflation – the uncomfortable coexistence of rising prices and slowing growth – is a topic being raised by investors...
From Craig Brooke, KeyInvest CEO Strictly speaking, private credit (or debt) is a sub-asset class of fixed income where companies borrow and investors lend. However,...
Higher for longer is not a new narrative (FOMC) - Seema Shah, Chief Global Strategist, Principal Asset Management. At today’s Federal Open Market Committee (FOMC)...
From Garrett Roche, CFA, FRM, Global Market Strategist at Principal Asset Management The recent and sudden rise of U.S. Treasury yields has pushed long-term interest...

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