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Market Outlooks
Global Weekly Commentary: EM assets have the edge – for now
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Our new playbook calls for quickly shifting portfolios based on how much damage is priced in.
Market Outlooks
Quarterly taxable fixed income outlook: Rates, risk and recession
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Outlook on the quarter ahead from Anders Persson and Tony Rodriguez.
Market Outlooks
Quarterly municipal bond outlook: Municipal bonds: technical tailwinds and positive credit momentum
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Outlook on the quarter ahead from Daniel Close, Head of Municipals.
Market Outlooks
RealAccess: Global insights for real estate investors (Issue 7)
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In this issue, we explore buying opportunities in the market today: currency dispersions, the resurgence of necessity retail centers, changes in housing trends, regional and city diversification and the emerging sector of scientific lab space. These are some of the technical and creative ways that we create more diversified, more resilient real estate portfolios to help buffer today’s market challenges.
Market Outlooks
Student of the Market: April 2023
Stay on top of the changing market environments by learning from their historical parallels.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise, boosted by stronger economic data
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U.S. Treasury yields rose and spread sectors gained on positive economic data. Signals from U.S. Federal Reserve officials pointed to greater odds of another rate hike in May.