Changes in index composition represent a source of potential return for active bond managers.
Bullish reaction does not change the stubborn facts about policymaking in Washington.
All told, we think the prospects that President Trump will push through his policy agenda in the first year look tenuous at best.
An improving growth picture gives fodder to the Fed to increase rates this year – possibly several times. It should also be a signal for capital preservation and liquidity investors.
A recent trip to Moscow on the 100th anniversary of the 1917 revolution revealed not a whiff of revolutionary change in the economy, but rather stagnant growth mixed with structural stability. We could simply call it “stagnant stability.”
Does air quality in Beijing have anything to do with the property market in Australia? The answer is probably yes.
It’s important to consider which variable would dominate real estate-related asset prices in a potential new paradigm: higher rates or stronger growth.
France has issued its first sovereign green bond – a milestone for global investors who are exploring or emphasizing assets focused on ESG (environmental, social and governance) principles.
With the inauguration of the 45th president imminent and the market’s high expectations for policymaking, what is realistic for investors to expect from Washington in 2017?
What happens next will be a function of Turkey’s policy response and how the external environment unfolds.