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Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields resume declines on weaker economic data
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U.S. Treasury yields declined last week amid softer U.S. economic data.
Market Outlooks
Weekly Investment Commentary: Why cash isn’t king
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Amid higher interest rates, economic uncertainty and (most recently) banking sector turmoil, many investors have moved into higher-than typical allocations
Market Outlooks
Global Weekly Commentary: Implications of clean energy race
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U.S. industrial policy has sparked a global clean energy race, we believe, opening up investment opportunities that so far have gone largely under the radar.
Fixed Income Insights
Weekly Fixed Income Commentary: Banking concerns overshadow another Fed rate hike
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U.S. Treasury yields fell further, despite a rate hike from the U.S. Federal Reserve, as concerns over the banking system continued.
Market Outlooks
Weekly Investment Commentary: Fed hikes as the banking sector collides with inflation
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Higher rates are contributing to banking issues, and should result in slower growth.
Market Outlooks
Global Weekly Commentary: Recession – but no central bank rescue
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Central banks confront the growth-inflation trade-off, with the Federal Reserve seeing recession but no rate cuts.