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...
To date we have just scratched the surface on some of the big picture themes, and the new year promises fresh challenges and opportunities....
Despite very low interest rates and volatile markets, there were still four fixed income ETFs that returned over 5% in the 12 months to...
An Amundi Institute cross asset investment strategy research paper. High inflation has not triggered a wage-price spiral in the advanced economies. Monetary tightening has contained inflation expectations...
The VIX1 is signaling uncertainty is on the rise. In our view, while recent earnings reports look fine, on closer inspection, companies report...
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 Robert M. Almeida, Portfolio Manager and Global Investment Strategist Soaring policy rates have made cash a competitive asset again, prompting an overdue de-rating...
Market booms often lure investors into cyclical businesses, but history shows these cycles can be short-lived and expose investors to severe drawdowns and...
From Sriram Reddy, Managing Director - Credit, Man GLG Introduction We have been speaking about the end of the credit cycle for some time, but the...
There is more bearishness around but not a lot of asset (re)allocation. Having lived through the fall of the Berlin Wall, the 1991 Soviet...

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