Despite a persistent challenging environment for fixed income investors, the Sustainable Bond market remained strong in 2023.
Understanding the Investment Case," a FTSE Russell engagement via Citywire - Video
December’s stunning bond market performance was a fitting end to a roller-coaster year. Now comes the hard part. The Broad Markets Fixed Income team explains.
Our shift to a “Goldilocks” soft-landing view continues, supported by recent macro data releases, moderately slowing growth and rising confidence that inflation will move lower, allowing policy relief. Read why we believe this supports our view of maintaining positive equities.
The investment environment to start 2024 is quite different from how last year began. Inflation appears to have peaked, interest rates are likely to drop and balanced portfolios may again work as intended. In support of the Portfolio Solutions Group, the Capital Markets Group reveals our seven key themes for 2024.
The U.S. dollar's dominance as the cornerstone of the international financial system is now being reconsidered in the face of evolving geopolitical shifts and the growing U.S. twin deficits.
Insight on loan market fundamentals and the role of floating-rate loans within portfolios.
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.
Get a quick overview and dive into market data with our comprehensive, visual review of global economic and asset class performance presented in charts and graphs.
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.