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
Viewpoints Three Disruptive Trends Set to Transform the Auto Industry Disruptions should lead to opportunities for investors who can identify the likely winners and losers.
Asset Allocation Outlook Mid‑Cycle Investing: Time to Get Selective Amid an ongoing recovery, but past peak growth, we favor a risk-on stance with deliberate sector and security selection in multi-asset portfolios.
Blog The Race to Net Zero: Challenges and Opportunities Investors should consider how well their portfolios are prepared for the net zero transition – because, in our view, it’s becoming a matter of when, not if.
Blog ECB: New Inflation Target, Old Tools The European Central Bank (ECB) unveiled a newly reformulated, more ambitious inflation target. Without new mechanisms to achieve it, however, we believe inflation will remain stubbornly stuck well below 2%.
Blog We Have a Deal: U.S. Infrastructure Spending Soon, Tax Increases Likely Later A bipartisan deal on infrastructure spending would likely be followed by a separate partisan deal funded by tax increases.
Blog Supply Bottlenecks Likely to Ease by the End of the Year The supply-demand imbalance should ease as spending on services outpaces demand for consumer goods in developed markets.
Viewpoints Fed’s Latest Shift Still Consistent With Policy Framework In this Q&A, we discuss how officials’ indications that interest rates may rise sooner than previously anticipated illustrate the Federal Reserve’s more adaptive response to inflation expectations.
Blog China Property Sector Remains Robust Despite Policy Headwind While the market should remain relatively stable this year, we are monitoring three themes that could have a significant impact over the longer term.
Blog Asia’s Recovery: Possible Trajectories and Investment Opportunities China internet and China property are likely to outperform in most economic recovery scenarios.
