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Sparks from fire

Fixed income perspectives: Pardon the interruption

March 23, 2023

Strains in parts of the financial system have prompted the Federal Reserve to trim back tightening plans.

Trees covered in frost

Credit Suisse rescue staves off contagion fears but raises new credit questions

March 21, 2023

Banks and borrowers must now deal with tighter credit conditions, bringing a quicker end to rate hikes but also more economic risks.

The Federal building

US debt-ceiling debate is putting a kink in the Treasury curve

March 9, 2023

Political brinksmanship over the debt limit is poised to push the Treasury to the edge.

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Capital Market Assumptions 2023

November 23, 2022

Our long-term return expectations for capital markets serve as key inputs into our strategic asset allocation process for multi-asset portfolios and provide context for shor

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