By Lillian Lin | Aug 29, 2019 Credit Versus Equities: Idiosyncratic Stories Call For a Thoughtful Approach While slower earnings growth is a broad headwind for both corporate debt and equities, it also tends to increase performance dispersion.
By Scott A. Mather, Anmol Sinha | Aug 29, 2019 How Fed Easing May Affect Investments What are the portfolio implications of Fed rate cuts?
By Tiffany Wilding | Aug 28, 2019 Fed Chair Powell’s Jackson Hole Remarks: Two Hands When One Is Needed Even with additional cuts, we think economic growth could slow to a below-trend pace and prompt the unemployment rate to rise over several subsequent quarters.
By Erin Browne, Geraldine Sundstrom | Aug 28, 2019 Asset Allocation Views: Easing Into Slowing Growth Read our key takeaways from our 2019 Asset Allocation Midyear Update, including how we are positioning multi-asset portfolios in light of our outlooks for the global economy and markets.
By Joachim Fels | Aug 27, 2019 Global Fetters: Insights From Jackson Hole The institutional “golden fetters” of the interwar period have been replaced by fundamental “global fetters” that severely constrain monetary policy.
By Tiffany Wilding, Anmol Sinha | Aug 19, 2019 Yield Curve Inversion: Markets Are Correct to Price In Higher Recession Risk The risk of recession has risen, but it’s not a foregone conclusion.
By Tiffany Wilding | Aug 14, 2019 Strong Core CPI Inflation Won’t Sway the Fed From Rate Cuts We think the Federal Reserve will look past stronger-than-expected consumer price increases in June and July.
By Scott A. Mather | Aug 08, 2019 Summer of Discontent: Market Volatility Underscores Fragility of Aging Expansion The last few days have highlighted the inherent fragility in markets – and the growth outlook globally.
By Joachim Fels | Aug 06, 2019 Interest Rates: Naturally Negative? It is no longer absurd to think that the nominal yield on U.S. Treasury securities could go negative.
By Libby Cantrill | Aug 06, 2019 Trade Tension Flare-Up: Not So Surprising The U.S. has been officially engaged in trade talks with China since March 2018 and has had very few tangible results.
By Andrew Bosomworth | Aug 01, 2019 ECB Signals Easing, But What’s Left in the Policy Arsenal? Come the fall, the ECB will likely deliver yet another easing package that could effectively deplete its monetary policy toolbox.
By Tiffany Wilding | Aug 01, 2019 The Fed’s Rate Cut: Growth ‘Insurance’ We find the Fed’s statement clear, and we expect another rate cut as soon as September with possible additional cuts thereafter.
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Andrew Bosomworth Anmol Sinha Erin Browne Geraldine Sundstrom Joachim Fels Libby Cantrill Lillian Lin Scott A. Mather Tiffany Wilding
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