Portfolio Manager Jack Janasiewicz reviews October’s positive stock market performance, mixed economic data, and the Fed’s ongoing battle to tame inflation.
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.
Susan Olson talks housing with an industry expert. Despite short supply, rising interest rates, and regulatory challenges, the long-term view is optimistic.
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.
Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.
Portfolio Manager Jack Janasiewicz discusses the market reversal in August, Federal Reserve policy, labor market trends and the likely path of inflation.
Portfolio Manager Jack Janasiewicz covers topics including July’s market rally, inflation, corporate earnings, dollar strength, and risks for recession.
With yields recently hitting 13-year highs and recession fears growing, are there opportunities in investment grade corporate bonds?
Portfolio Manager Jack Janasiewicz considers the inflation scare, the growth scare, and rising risks of a recession.
If the Federal Reserve is no longer buying bonds, what happens to bond prices?
Portfolio strategists discuss inflation, rate hikes, the potential for recession, US consumers – and where the markets could go from here.
Why the Fed went big at its June meeting is analyzed by Portfolio Strategist Garrett Melson, along with inflation, recession, and further rate hikes.
Analysis of whether the equity market selloff has improved stock valuations relative to 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.