Portfolio strategist Garrett Melson discusses improving valuations in fixed income, particularly investment grade corporate bond.
Portfolio strategists look ahead to the capital market forces in play for 2023, from inflation and Fed policy to asset headwinds, tailwinds and risks.
More Fed tightening, potential long-term US dollar strength, resilient earnings but challenged equities, some value in credit sectors, and no imminent resolution in Ukraine.
Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.
With recession looming, central bank policy is a linchpin in H2 prospects.
What’s driving the markets, and if Big Tech can save the day or exacerbate a selloff, is analyzed.
Amid unrest on multiple fronts, Loomis, Sayles & Company’s Matt Eagan, CFA® sheds light on geopolitical shifts with likely impact on investors.
Putin’s well-worn, ultranationalist, and perhaps revisionist historical perspective may, in his mind, justify the Ukraine invasion.
Portfolio strategists explain why fears about rates, energy prices, inflation and recession may be overblown.
AEW Research Director Mike Acton, CFA® discusses 4 developing US property sectors: senior housing, cold storage, medical office, lab/life science property.