With a global expansion underway, a Senior Macro Strategies Analyst shares insight on where they are identifying value, return potential and risk.
Loomis Sayles PM Matt Eagan discusses the low yield environment currently challenging fixed income markets, and the benefits of an active approach.
How Covid-driven employment, work from home, and consumer habits are affecting real estate sectors is explored by AEW Research Director Mike Acton.
Emerging trends this quarter include higher equity allocations, moves to hedge against inflation and growing interest in model portfolios.
In a strong equity market, institutions are rebalancing into fixed income and looking for opportunities to outsource certain investment management functions.
Inflation reached 5% in 2021 for the first time since 2008. Should investors be concerned?
Are Joe Biden’s economic policies the end of forty years of post-Reagan orthodoxy? And what could they mean for investors’ long-term strategies?
The Fed’s June meeting dot plot shock, inflation views, and market reactions are assessed by Portfolio Strategists Jack Janasiewicz and Garrett Melson.
The US has officially rejoined the Paris Agreement on climate change, signaling a broader focus by the Biden administration on sustainability issues.
Two Washington veterans share their insights on potential changes to the regulation landscape under President Biden – including taxes and sustainable investing.
According to Bob Marsh of OB-C Group, policy formation in 2021 is likely to be informed as much by intra-party dynamics as it is by bipartisan tensions.
Short-term bonds may be an option for investors looking to navigate a challenging fixed income market – here are three reasons why
A look at the issue of government sponsored entity (GSE) reform and how it could affect housing finance and markets more broadly over the near and long term.
Renowned economist and presidential advisor Nouriel Roubini on the top factors he is closely watching as global markets continue down their paths to recovery in 2021 and beyond.
Accommodative monetary and fiscal policy and potential post-pandemic supply/demand challenges are raising long-dormant questions about inflation.
A look at early Election 2020 results and what they could mean for policy and politics over the near term.
Gauging the environmental and social impact of utility companies requires a look at how their energy source mix may impact their long-term sustainability.