Elevated uncertainty related to trade and industrial strategy in the US has led to a loss of confidence, which has had an impact on...
From Seema Shah, Chief Global Strategist, Principal Asset Management For months, many leading indicators of economic activity have been signaling a future recession. The full...
As interest rates around the world continue to rise, the attractiveness of fixed income investments has become increasingly compelling, and bonds now offer far...
Inflation is not quite under control yet, and too volatile for comfort, especially with the risk of another energy shock always just around the...
An excerpt from a Mawer podcast, 'Art of Boring' with Portfolio Manager, Brian Carney Against the backdrop of geopolitical escalation, an energy shock and shifting...
Opinion piece taken from Nuveen’s Global Investment Committee mid-year outlook. The following outlook includes directions to investment destinations where the water may prove warmer and...
A conventional approach to “risk” in fixed income is the idea of a single obligor default risk, i.e. the risk of an individual borrower...
From Dan Farmer - CIO of MLC Asset Management Fixed income Market pricing of the Fed appears overdone in our central case soft-landing view, and with...
The correlation between bonds and equities is very high and not likely to correct anytime soon. So what is the solution? More fixed income....
From Tim Murray, Capital Markets Strategist, Multi‑Asset Division at T. Rowe Price   The U.S. Federal Reserve now appears almost certain to begin a rate‑cutting cycle...

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