We think there are policy tools in the Fed arsenal that wouldn’t materially alter the soundness of the banking system but could allow cash to move more freely.

The Fed has another lever to pull to ease monetary policy, one that could increase savings rates and create more disposable income.

In the past few weeks, U.S. equity momentum and value factors have had their sharpest moves in more than 15 years based on our calculations.

Businesses and investors are moving ahead with progressive actions despite policy vacuums.

Short-term bonds could rise in price and potentially maintain a high degree of liquidity in response to Federal Reserve rate cuts.

Markets can prove interesting when the price of liquidity abruptly increases and high yield is no longer the highest-yielding investment.

This year, in Paris, we were excited to participate as an industry expert and to engage with attendees on ESG (environmental, social, and governance) investing in fixed income.

With the extent and speed of the move in sovereign bond yields, is interest rate exposure less attractive for investors? Not necessarily.

We believe ESG investing no longer needs to be an either/or paradox – either financial return or sustainable development. Investors can pursue both.

Although the Commonwealth Government can borrow for 10 years at the lowest rate on record, the burden of policy support has continued to fall on the Reserve Bank of Australia.

A new round of reforms could help maintain the delicate balance between growth and financial prudence.