Fed Tapering is Mole Hill, Not a Mountain
While growth in the U.S and globally is expected to cool from its torrid pace in 1H21, fundamentals remain broadly positive and opportunities could arise in any meaningful bout of spread volatility.
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.
While growth in the U.S and globally is expected to cool from its torrid pace in 1H21, fundamentals remain broadly positive and opportunities could arise in any meaningful bout of spread volatility.
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.
While growth in the U.S and globally is expected to cool from its torrid pace in 1H21, fundamentals remain broadly positive and opportunities could arise in any meaningful bout of spread volatility.
Worried about inflation? Pay close attention to how labor market dynamics unfold over the next three months.
Paul Zemsky and Susan Viston from our Multi-Asset Strategies and Solutions team discuss what approach to target date design will be best equipped to handle heightened market volatility going forward.
For skeptics who have yet to take the Federal Reserve at its word, its response to recent inflation data should be another indicator that policymakers are in no hurry to deviate from their path of easy monetary policy.
The transition of financial markets from USD LIBOR to the secured overnight financing rate (SOFR) has proven to be a complex process...
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