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Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields are mixed on varied economic data
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The U.S. Treasury curve flattened amid hawkish central bank rhetoric and mixed economic data. U.S. jobless claims have increased materially in recent weeks, while the housing market showed unexpected strength.
Fixed Income Insights
Weekly Fixed Income Commentary: A Fed pause boosts Treasury yields
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U.S. Treasury yields rose after the U.S. Federal Reserve announced a “hawkish hold” at its June meeting. U.S. economic data remain mixed, with inflation reporting in line with expectations and jobless claims remaining elevated.
Market Outlooks
Weekly Investment Commentary: The 60/40 portfolio: What’s old is new again
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The ongoing viability of the traditional 60/40 stock/bond portfolio has been debated before, but in 2022 the venerable allocation suffered its worst year since the global financial crisis amid an equity bear market and sharply higher interest rates.
Market Outlooks
Understanding Web3—a primer on the emerging digital asset ecosystem
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This primer will provide an overview of Web3 and emerging digital assets, and related terms and technology. Its aim is to equip the reader with the foundational understanding necessary to appreciate the potential impact on the future of the financial industry, and also on economies and society more widely.
Market Outlooks
Quick Thoughts: Positioning for a timely opportunity in munis
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As markets continue to respond to an uncertain macroeconomic environment, the current fundamentals in the municipal bond market are creating an investment opportunity to capture strong after-tax total returns according to Stephen Dover, Head of Franklin Templeton Institute.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise, markets watch the Fed
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U.S. Treasury yields rose despite softer economic data ahead of this week’s U.S. Federal Reserve meeting. We expect officials to keep rates unchanged but to take a hawkish tone.
Market Outlooks
Weekly Investment Commentary: AI rallies the tech troops as equities march higher
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Blockbuster potential, with some caveats. Part sci-fi cautionary tale, part celebration of the human capacity to love, Steven Spielberg’s A.I. Artificial Intelligence was released on a day in 2001 when the tech-heavy Nasdaq Composite Index closed 57% lower than its dot-com bubble peak.