Barring a deep, prolonged recession, we expect leveraged borrowers to successfully navigate the late cycle backdrop given relatively healthy fundamentals.
For all the gloomy talk about the economy in 2023, stabilizing interest rates could be a bright spot for investors.
As we enter the new year, attention is shifting from inflation to the economy and the effects of tighter Federal Reserve policy.
What can you do to protect your portfolio from over-extended equity valuations? Christina Bargeron, CFA and Gareth Shepherd from our Equity team discuss how machine intelligence investing could be the solution.
Though the inflation debate continues, we concur with the Federal Reserve that price increases will be manageable. We believe the Fed can conduct monetary operations along its well communicated path, paving the way for reaccelerating, above-trend 4Q21 real GDP growth.
Worried about inflation? Pay close attention to how labor market dynamics unfold over the next three months.
We have strong conviction that the U.S. and global economic expansion will continue at an above trend pace this year, and that growth will persist into 2022.
The ABCs of ESG investing