By Joachim Fels | Aug 29, 2018 Powell and the Fed Face ‘Dollar Doom Loop’ Dilemma The U.S. central bank is damned either way as it faces a choice on a September rate rise.
By Tiffany Wilding | Aug 27, 2018 The Uncertainty Principle: Fed Weighing Policy Risks Federal Reserve Chairman Jerome Powell’s remarks at the annual Jackson Hole Symposium emphasized several important uncertainties about the structural aspects in the U.S. economy that greatly complicate the central bankers’ medium-term job of setting monetary policy.
By Jerome M. Schneider, Kenneth Chambers | Aug 23, 2018 Updating Cash and Short-Term Portfolios: Why Replay That CD? Looking through your old compact disc collection can be nostalgic. Similarly, many investors with cash to invest turn to what they remember from a simpler time.
By Gavin Power | Aug 14, 2018 United Nations: Creating a New Hub for Sustainable Investment Deals The UN Sustainable Development Goals are being embraced by the private sector – a trend likely to foster compelling opportunities for investors focused on environmental, social and governance (ESG) factors.
By Tiffany Wilding | Aug 13, 2018 U.S. Core Inflation Increases Due to Metals Costs, Tariffs The increase in inflation reinforces our view that the Fed will continue its gradual pace of interest rate hikes.
By Sachin Gupta, Olivia A. Albrecht | Aug 09, 2018 The Global Bond Paradox: How Hedging Can Enhance Low Local Yields Despite low bond yields in many countries outside the U.S., hedged yields may be quite attractive for U.S. dollar-based investors.
By Lupin Rahman | Aug 07, 2018 ESG Integration and Engagement: South Africa Sovereign Credit Our experience in assessing South Africa’s sovereign credit shows how active engagement and thorough ESG analysis helps shape portfolio strategy.
By Libby Cantrill, Tiffany Wilding | Aug 07, 2018 Could Trade Turmoil Be an Economic Spoiler for the U.S.? Overall, we believe the administration’s recent trade policies and proposals pose a negative risk to our U.S. economic outlook over the cyclical (six- to 12-month) horizon, while the longer-term impact is less certain.
By Tiffany Wilding | Aug 01, 2018 Fed Meeting: Important Details to Come? The meeting minutes due in a few weeks will likely shed light on the Fed’s longer-term framework for implementing monetary policy.
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Gavin Power Jerome M. Schneider Joachim Fels Kenneth Chambers Libby Cantrill Lupin Rahman Olivia A. Albrecht Sachin Gupta Tiffany Wilding
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