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Market Outlooks
Weekly Investment Commentary: Farmland: Cream of the inflation hedge crop?
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Real assets — historically an effective hedge against inflation — appear well-suited for the current backdrop.
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.
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.
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
Market Outlooks
The Fed hikes once more
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Tony Rodriguez summarizes the outcome of the latest U.S. Federal Reserve meeting.