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Investors should consider how well their portfolios are prepared for the net zero transition – because, in our view, it’s becoming a matter of when, not if.
The European Central Bank (ECB) unveiled a newly reformulated, more ambitious inflation target. Without new mechanisms to achieve it, however, we believe inflation will remain stubbornly stuck well below 2%.
A bipartisan deal on infrastructure spending would likely be followed by a separate partisan deal funded by tax increases.
The supply-demand imbalance should ease as spending on services outpaces demand for consumer goods in developed markets.
Leveraged loan issuers have lagged other fixed income market issuers in moving to SOFR as a reference rate, posing potential risks to investors as the year-end deadline approaches.