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Macroeconomic & Geopolitical
Debt limit deal: The aftermath
With inflation remaining sticky and the labor market proving extremely resilient, a further policy rate hike is likely from here, while a rate cut this year is almost certainly not in the cards.
Market Outlooks
Global Weekly Commentary: Markets now accept rate cuts unlikely
This piece is approved to use with clients.
We’ve been saying since the end of 2022 that rate cuts this year would be unlikely as inflation sticks around.
Market Outlooks
Global Weekly Commentary: Public or private? A strategic question
This piece is approved to use with clients.
The banking tumult has reshaped opportunities for income: We now favor private over public credit on a strategic horizon of five years and longer.
Market Outlooks
The risk of too much consensus
A Q&A with Seema Shah, post-2023 Milken Global Conference
Market Outlooks
The case for emerging market debt: Looking abroad for yield
An active, total return approach may offer yield and diversification benefits while also mitigating risk