The economic outlook remains challenging, but we believe higher yields contribute to a compelling case for bonds.

U.K. financial market volatility is likely to remain high, and the longer-term outlook likely depends on future monetary and fiscal policy.

The Federal Reserve released new economic projections suggesting interest rate hikes will be faster and larger than previously forecast.

The state takes a long view on environmental policy, potentially benefiting California’s cap-and-trade program.

We believe short-dated bonds can offer attractive yields, flexibility, and a means to proceed cautiously as central banks continue to raise interest rates.

The Federal Reserve may be pressured to target a higher terminal fed funds rate as it seeks to tame U.S. inflation expectations following strong price rises in August.

We expect the European Central Bank to continue aggressively hiking rates this year, though moderating from the 75-basis-point level.

Emerging market valuations appear attractive, but country-specific risks can be critical to monitor amid global inflation and rising interest rates.

In Jackson Hole, Federal Reserve officials unequivocally emphasized their commitment to bringing inflation under control – even as the U.S. economy slows.

Despite price declines in many sectors, the Federal Reserve may continue its hawkish approach.

The Federal Reserve affirmed its commitment to price stability, hiking its policy rate 75 basis points again and signaling more tightening to come.

Agency mortgage-backed securities (MBS) have faced unique challenges in 2022, but these challenges also create attractive new opportunities for active management.

June’s U.S. inflation data will likely force central bankers into more restrictive territory – raising the odds of recession.

The varied responses of individual countries to global inflationary pressures have contributed to elevated real-rate differentials between developed and emerging markets.