How we are positioning portfolios for a more volatile and evolving market regime. By David Baker, Senior Director, Investment Strategy and Communications.
The risk/reward tradeoff is now much more positive for bonds and credit-oriented investments than it has been in many years.
What high bond yields are telling us. By David Baker, Senior Director, Investment Strategy and Communications.
We continue to fine-tune portfolios for higher interest rates and inflation vs. the past decade, as reshoring, U.S. labor strength, and fiscal policy uncertainty are on the ri
Sectors likely to offer attractive opportunities in the 2nd half of the year. By David Baker, Senior Director, Investment Strategy and Communications.
Of interest are debt strategies in the commercial real estate market, where usage and demand for real estate is evolving coupled with higher financing costs.
How we’re preparing for a potentially more volatile 2nd half of the year. By David Baker, Senior Director, Investment Strategy and Communications.
Macroeconomic forces remain in a tug-of-war as U.S. fiscal stimulus comes up against the unfolding impact of 11 interest rate increases, making the rest of 2023 likely more vo
As bank lending tightens, where we’re seeing opportunities in the credit markets. By David Baker, Senior Director, Investment Strategy and Communications.