Blog Finding Opportunity Amid Uncertainty Group CIO Dan Ivascyn discusses the opportunities in fixed income markets amid an uncertain investment environment.
Group CIO Dan Ivascyn discusses the sectors and asset classes that may offer attractive value in today’s uncertain investment environment.For further insights into our views across asset classes, please read our Asset Allocation Outlook, “Building Resiliency Amid Uncertainty”READ NOW
Blog The New Sustainable Finance Principles Launched in September 2020, the CFO Principles for Integrated SDG Investments and Finance are designed to help create a market for corporate SDG (Sustainable Development Goal) investments.
Blog Should the Fed Buy Treasuries or Agency MBS During QE? Yes We believe the Fed’s mortgage purchase program is helping to bolster economic activity, and accomplishing more than Treasury purchases alone.
Blog Fiscal, Not Monetary, to Determine Europe’s Inflation Path Ahead Strong money growth in Europe has raised concerns about inflation taking off. We have a different view.
Blog The Fed's New Guidance: Surprising Is Not Convincing The lack of market reaction suggests that many investors are not convinced that the Fed’s new guidance represents any material shift in policy.
Viewpoints APAC Banking Sector Study: Identifying the Most Resilient Countries At an aggregate level, banks in Japan, Korea and China fared better under our stress test versus those in India and Australia.
Blog The Role of Bonds in a New Era of Low Yields Resiliency and diversification potential remain critical in a world with meaningful uncertainty ahead.
Viewpoints Emerging Markets Asset Allocation: Opportunities in a Time of Uncertainty While there is substantial uncertainty ahead, we believe the pickup in growth and supportive liquidity conditions favor emerging markets investments.
Viewpoints A Phased Market Recovery as Liquidity and Fundamentals Return The COVID-19 pandemic pummeled financial markets, but liquidity and fundamentals are coming back.
Blog Low Interest Rates and the Outlook for Fixed Income Group CIO Dan Ivascyn discusses the return prospects for fixed income in a low-rate environment.
Blog The Fed: Avoiding a Depression The Fed’s aggressive support may help keep markets functioning, hasten recovery and avoid longer-term damage.
