Interest Rates
Portfolio manager and strategist Jack Janasiewicz discusses inflation anomalies, February market highs, AI, and comparisons with the dot-com bubble.
Portfolio manager and strategist Jack Janasiewicz discusses inflation nuances and the Federal Reserve’s need for “greater confidence” before cutting rates.
As the yield difference across fixed income securities narrows, actively managed bond funds may offer advantages for bearish – and bullish – investors.
Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.
Portfolio consultant compares investments in securitized assets with those in corporate and Treasury securities.
Liquidity? Diversification? Income? Portfolio consultants discuss a goals-based approach to align the fixed income allocation with investor objectives.
View fixed income through a value investing lens and overlook short-term concerns to uncover opportunity.
Portfolio consultants discuss inflation, interest rates and current bond yields, with a focus on the drivers that could push yields lower or higher.
Higher interest rates have changed supply, demand and spread dynamics for investment grade corporate bonds, particularly for longer duration issues.
Valuations, positive momentum, technical support and a likely soft landing are converging to favor small company stocks over the next few months.
Robust US growth, strong corporate balance sheets and persistent consumer spending have helped high yield securities and bank loans outperform this year.
While many investors are satisfied with current returns on money market funds and other short-term investments, this may not be the best strategy right now.
As rising rates and inflation lead to fears of recession, there are steps investors can take to make fixed income holdings more resilient within their bond portfolios.
With yields recently hitting 13-year highs and recession fears growing, are there opportunities in investment grade corporate bonds?
Insurers around the world are stuck between a rock and a hard place. Low rates inflate liabilities, but regulation prevents insurers from pursuing alternatives.
The 2019 Global Retirement Index reveals three critical threats to retirement security – interest rates, demographics, and climate change – as well as what they mean for individuals and institutions.
Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.