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Market Outlooks
Weekly Investment Commentary: Commercial real estate not vacant of opportunity
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Under the microscope, not under the bus. This spring’s banking sector turmoil has investors casting a wary eye on commercial mortgage-backed securities (CMBS).
Market Outlooks
Municipal Bonds: How Utilities May Deliver Resilience In Recession
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U.S. municipal utility bonds – backed by issuers who provide water, sewer and electricity – have limited losses during past recessions, providing investors with an opportunity to fortify their portfolios against economic weakness by investing in strategies holding utility bonds.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise, despite slowing inflation
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U.S. Treasury yields rose despite improved U.S. inflation data, as expectations for more persistent inflation picked up.
Market Outlooks
Weekly Investment Commentary: You can't be too prepared as the debt deadline nears
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As the June 1 “X date” approaches, one thing investors can be certain of is that more uncertainty lies ahead. We can expect further volatility across equity and fixed income markets until we have greater clarity on the outcome — and probable impacts — of the U.S. debt ceiling negotiations.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise on the Fed’s last hike
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U.S. Treasury yields rose after the U.S. Federal Reserve hiked interest rates for what should be the final time of this tightening cycle.
Market Outlooks
Weekly Investment Commentary: Fed ready to rein in but not reverse rates
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In the first quarter, our Global Investment Committee upgraded its outlook on emerging markets equity and debt, a view we still hold. Last week’s likely pause in Fed rate hikes could be a catalyst for further weakening of the U.S. dollar, which has already declined about 6% from its October 2022 high relative to EM currencies.
Market Outlooks
MarketScape: A Fed Pause in June? “An Ongoing Assessment”
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After raising its policy rate again on Wednesday, the Fed may be signaling that it’s ready for a pause. Head of Global Macro for Global Fixed Income Antulio Bomfim, Ph.D., analyzes how the Fed may make its decision and explains what investors should watch for