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Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise, anticipating another Fed rate hike
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U.S. Treasury yields rose and the curve continued to flatten on higher inflation data.
Market Outlooks
Weekly Investment Commentary: Infrastructure investments could help bridge a recession gap
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It may be time to reduce cyclicality. We anticipate weaker economic growth will translate into a rougher period for corporate earnings, which could put further pressure on equity markets.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields drop on dovish Fed rhetoric
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U.S. Treasury yields fell sharply after U.S. Federal Reserve Chair Powell stated that he did not want to “overtighten,” supporting fixed income returns. Separately, economic data was mixed.
Market Outlooks
Weekly Investment Commentary: Oasis or mirage? Equities ponder the economic horizon
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Our base case calls for a continued deceleration of inflation through the first half of next year, although it should remain elevated and well above the Fed’s 2% target.
The Current State of Energy
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The energy sector has undergone immense change since 2020. In this video, Matt Fleming, CFA, a co-portfolio manager and research analyst on William Blair’s U.S. value equity team, discusses which areas of the energy sector stand out right now, in his opinion; our approach to identifying leading, high-quality energy companies; and why we believe there are still many compelling investment opportunities in energy despite the sector’s recent outperformance.
Macroeconomic & Geopolitical
China: 5 Questions
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China’s future growth is uncertain amid risks stemming from domestic issues (structural, economic, and societal), increased tensions with the United States, and deglobalization. And that has investors wondering about the outlook for Chinese equities. Here are the top five questions investors ask us—and how we respond.