Interest Rates
March Madness: Top Picks for Fixed Income Investing
Which bond category has what it takes to outperform in the current landscape? Check out sector analysis and fixed income investing bracketology.
The Market Giveth, the Market Taketh
Portfolio Manager Jack Janasiewicz explains how surprisingly strong data prints disrupted the markets in February.
Goldilocks vs. the Bears
Portfolio Manager Jack Janasiewicz believes jobs data and the Federal Reserve’s most recent comments may be “just right” for an economic soft landing.
Looking Beyond High Yield Bonds for Higher Returns
See how the higher interest rates of the past year have helped investment grade corporates and bank loans more than high yield bonds.
Disinflation Pipeline and the Phillips Curve Fed
Portfolio Manager Jack Janasiewicz explains why divergences in global monetary policy could be a key differentiator for asset class returns in 2023.
Runway for a Soft Landing?
Portfolio Manager Jack Janasiewicz discusses the equity market’s November pivot, signs of deflation, the Fed’s two-sided risks, and policy changes in China.
Expect Positive Trends for Corporate Bonds in 2023
Portfolio strategist Garrett Melson discusses improving valuations in fixed income, particularly investment grade corporate bond.
Outlook or Look Out! Macro Analysis for 2023
Portfolio strategists look ahead to the capital market forces in play for 2023, from inflation and Fed policy to asset headwinds, tailwinds and risks.
Public Enemy #1: Inflation
Portfolio Manager Jack Janasiewicz reviews October’s positive stock market performance, mixed economic data, and the Fed’s ongoing battle to tame inflation.
5 Ways to Prepare Your Bond Portfolio for a Recession
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.
King Dollar and the Double Whammy
Portfolio Manager Jack Janasiewicz explains how the strong dollar, global energy shock, and no end in sight for rate hikes are roiling the capital markets.
Are We There Yet? Pulse Check: Macro, Markets & Inflation
Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.
Higher for Longer
Portfolio Manager Jack Janasiewicz discusses the market reversal in August, Federal Reserve policy, labor market trends and the likely path of inflation.
Are We Getting Ahead of Ourselves?
Portfolio Manager Jack Janasiewicz covers topics including July’s market rally, inflation, corporate earnings, dollar strength, and risks for recession.
Is This a Good Time to Consider Corporate Bonds?
With yields recently hitting 13-year highs and recession fears growing, are there opportunities in investment grade corporate bonds?
From the Consultants’ Desk: Quantitative Tightening & Bonds
If the Federal Reserve is no longer buying bonds, what happens to bond prices?
Are Stocks a Better Value Than Bonds?
Analysis of whether the equity market selloff has improved stock valuations relative to bonds.
2019 Global Insurance Survey
Insurers around the world are stuck between a rock and a hard place. Low rates inflate liabilities, but regulation prevents insurers from pursuing alternatives.
2019 Global Retirement Index
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.
2019 Institutional Outlook
Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.