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Market Outlooks
Weekly Investment Commentary: Extra credit may be a plus for portfolios
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Against this backdrop of economic resilience, a likely stop to Fed rate hikes and little evidence of broadly deteriorating fundamentals, we believe commercial real estate — along with select “plus” fixed income credit sectors — warrant consideration for investors seeking higher yields and total returns.
Market Outlooks
Global Weekly Commentary: Central bank inflation fight to carry on
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The Federal Reserve and the European Central Bank (ECB) are set to hike rates again this week, yet markets have been taking this in stride.
Market Outlooks
Weekly Investment Commentary: Peak inflation piques investor interest
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Across the municipal bond landscape, we continue to prefer pairing credit risk with duration risk.
Market Outlooks
Global Weekly Commentary: Applying our playbook to EM
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We tapped into what’s proved a stealth rally in EM stocks and bonds, along with the DM stock gains this year.
Market Outlooks
Student of the Market: July 2023
Stay on top of the changing market environments by learning from their historical parallels.