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Market Outlooks
The Fed hikes once more
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Tony Rodriguez summarizes the outcome of the latest U.S. Federal Reserve meeting.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields fall, awaiting a last Fed hike
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U.S. Treasury yields fell amid mixed U.S. economic data ahead of this week’s U.S. Federal Reserve meeting.
Human Capital
The Active Share: What’s Culture Got to Do With It?
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As it turns out, culture has a lot to do with how we operate. But how difficult is it to measure? In this episode of The Active Share, Hugo sits down with Dr. Tom Reader, an associate professor of organizational psychology at the London School of Economics, to discuss the broad role culture plays in all kinds of organizations; why great cultures are the defining feature of good companies; and how engaging with diverse perspectives can help foster meaningful cultural growth and innovation.
Macroeconomic & Geopolitical
Taking an Economic Pulse
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Every decade brings a different economic environment. What’s set to impact the 2020s? In this episode of The Active Share, join Hugo with guest Olga Bitel, partner and global strategist for William Blair Investment Management, for a wide-ranging discussion of what’s driving the U.S. and global economies, including inflation, recession risk, productivity, geopolitics, and interest rates.
Market Outlooks
Settling in for the Long Haul
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As we settle into the second quarter of 2023, we reassess our projections for the remainder of the year and analyze how these implications will affect our outlook for recession risk, central banks’ pivoting away from restrictive monetary policy sooner than expected, and corporate earnings expectations.
Market Outlooks
Weekly Investment Commentary: Opportunities for when the Fed’s recession knocks
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This anticipated environment of interest rate stability could (we hope and expect) create attractive opportunities in the taxable fixed income arena. In particular, we favor spread sectors that offer compelling yields that should avoid excessive spread widening — even during the mild recession we anticipate will occur later in 2023.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields continue their climb higher
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U.S. Treasury yields rose again on stronger economic data in the U.S. In addition, inflation in the UK also surprised substantially to the upside, pushing global developed market bond yields higher.