We see some compelling reasons for U.S. investors to look at short-dated municipal bonds.

The rise in bond yields and concurrent shakiness in equity markets may emanate from a subtle but important shift in risk sentiment on inflation.

Recent economic data casts doubt on the anticipated BoE rate hike.

China’s great rebalancing act toward consumption is being reshaped by a growing digital ecosystem.

Diversification and flexibility are key ahead of a potentially long period of volatility.

Firming healthcare inflation should support the aggregate core inflation measure despite the more muted trends in core goods.

The March minutes affirmed our view that the bar is relatively high for policymakers to change the current plan for two or three more hikes in 2018.

We expect the direct economic impact of current trade actions to be relatively minor (and dwarfed by the pro-growth measures passed to date), but further escalation of trade tensions could strengthen the economic headwinds.