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Fixed Income Insights
Weekly Fixed Income Commentary: Mixed economic data boost Treasury yields
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U.S. Treasury yields rose as economic data mostly beat expectations.
Market Outlooks
Weekly Investment Commentary: Emerging investment opportunities
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So far in 2023, returns for both emerging markets debt and equity have outperformed their peers in the U.S. thanks to a collection of tailwinds, including an accelerated reopening of China; improved risk sentiment toward credit and a weaker U.S. dollar.
Market Outlooks
MarketScape: Why January's Rise May Mask a Riskier Reality
January has all the hallmarks of a classic “junk rally”. Chief Investment Officer of Global Equities Mike Hunstad, Ph.D., reminds investors that some rallies during times of economic stress may not be what they seem.
Policy and Regulatory Commentary
Washington Update: Some Hope for Bipartisanship
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With House Speaker Kevin McCarthy slated to meet with President Biden, Washington is fully immersed in debt ceiling drama.
Macroeconomic & Geopolitical
PodCast: Episode 34: Revenge of the Old Economy
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Low interest rates and a focus on being green led to significant underinvestment in the old economy. Netflix rose and Exxon fell. But we’re now beginning a rotation away from the new economy back to the old, says Jeff Currie, global head of commodities research at Goldman Sachs. In this episode of The Active Share, Jeff tells Hugo how he sees the future of energy, from green tech to oil, from the east to the west—who will win, who will lose, and how investors can prepare.
Market Outlooks
2023: Our U.S. Teams Weigh In
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Tightening monetary policy drove rising 10-year Treasury bond yields and pressured equity valuations in 2022. While impossible to predict what 2023 has in store—especially because interest-rate changes can have a lagged effect on corporate earnings—we asked our U.S. equity teams to weigh in.