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Market Outlooks
MarketScape: A Fed Pause in June? “An Ongoing Assessment”
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After raising its policy rate again on Wednesday, the Fed may be signaling that it’s ready for a pause. Head of Global Macro for Global Fixed Income Antulio Bomfim, Ph.D., analyzes how the Fed may make its decision and explains what investors should watch for
Market Outlooks
Volatility Faded in April, Fed and ECB Expected to Hike Rates This Week
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Market volatility declined in April as fears about the banking sector subsided. The Fed and ECB likely will look to balance inflation and economic concerns with rate moves.
Market Outlooks
Global Weekly Commentary: Income in the new macro regime
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Income is back as a portfolio driver as we see interest rates staying high in the new regime of macro and market volatility. We like bonds for income even if we don’t expect them to offset risk-asset slides as much as they did in the past – or gain in price from falling yields.
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
Investors See Fed Rate Increase in May, U.K. to Report Inflation This Week
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A strong U.S. jobs report sparked expectations of a more likely 0.25% Fed rate hike in May. The U.K.’s inflation is expected to remain high.
Market Outlooks
Global Weekly Commentary: New regime, new portfolio approach
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Stocks and bonds have both rallied this year. Some see this as reason to return to traditional portfolio approaches like 60% stocks and 40% bonds.