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Market Outlooks
Treading carefully: A balancing act in 2023
Curated content for RIAs.
The Portfolio Construction and Strategy (PCS) Team introduce the latest Trends and Opportunities report, which outlines key themes for the next stage of this market cycle and their nuanced implications across global asset classes.
Fixed Income Insights
Mortgage-backed securities: Priced for imperfection?
Curated content for RIAs.
Head of U.S. Securitized Products John Kerschner and Portfolio Manager Nick Childs explain why they believe key risks are now largely priced in to fixed income markets, with selective areas – particularly mortgage-backed securities (MBS) – presenting an opportunity to provide favorable rick-adjusted returns.
Fixed Income Insights
Weekly Fixed Income Commentary: Inflation surprises push Treasury yields higher
This piece is approved to use with clients.
U.S. Treasury yields rose further, after yet another round of unfavorable inflation data.
Market Outlooks
Weekly Investment Commentary: A private discussion
This piece is approved to use with clients.
Within multi-asset portfolios, we believe blending private credit with private equity may offer an attractive yield with upside potential from capital appreciation.
Market Outlooks
Global Weekly Commentary: Europe: Sticky inflation favors income
This piece is approved to use with clients.
European stocks have outperformed this year as China’s economy restarts and the energy shock proved less severe than expected.