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Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields decline on softer economic data
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U.S. Treasury yields fell across the curve last week. U.S. economic data was in focus, with producer prices moderating more than expected, lending confidence to the consensus narrative that the U.S. Federal Reserve will soon end its interest rate hiking cycle.
Fixed Income Insights
Weekly Fixed Income Commentary: Favorable economic data push Treasury yields lower
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U.S. Treasury yields fell across the curve, as U.S. consumer price data showed a further moderation in inflationary pressures.
Market Outlooks
Weekly Investment Commentary: The importance of being earnings focused
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In the near term, we maintain our mantra that the best offense is a good defense when it comes to equity allocations.
Macroeconomic & Geopolitical
Investment Perspective: A Narrowed Path
Two roads diverged in a central bank wood – and the Fed took the one less dovish.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields fall sharply on promising economic data
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U.S. Treasury yields fell across the curve to start the year.
Market Outlooks
Weekly Investment Commentary: Out with the old, in with the same old…for now
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We prefer a quality tilt in fixed income portfolios, given that the hawkish Fed continues to hike rates into a slowing economy, and the economic impact of these hikes may not be felt for 12 to 18 months.