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The views expressed are those of the authors at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
In last week’s blog post, we tackled one of the most pressing questions being debated within the investment community these days: recession risk. Our take was (and still is) that the global economy appears to be on the cusp of what we’re calling a “pricey” recession, which could be markedly different in some ways from past recessionary periods. In this follow-up piece, we share our thoughts on how investors might position for the potential recession scenario we described last week.
Chart in Focus: What does the rate cut mean for equities and bonds?
Continue readingHarris vs Trump: The foreign policy and investment implications
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Stay up to date with the latest market insights and our point of view.
Quarterly Market Review
A monthly update on equity, fixed income, currency, and commodity markets.
Monthly Market Review — September 2024
A monthly update on equity, fixed income, currency, and commodity markets.
What is “the economic cycle,” anyway?
See why the relationship between asset prices and the economic cycle is more complex than you might think, why a US recession is unlikely, and what a more dovish Fed could mean for the US and global markets.
Chart in Focus: What does the rate cut mean for equities and bonds?
Are rate cuts positive? On the heels of the much-anticipated initial Fed cut, in this article we look to historic precedent for where the markets could go in the coming months.
Monthly Market Review — August 2024
A monthly update on equity, fixed income, currency, and commodity markets.
Monthly Market Review — July 2024
A monthly update on equity, fixed income, currency, and commodity markets.
Harris vs Trump: The foreign policy and investment implications
Our expert examines expected Harris and Trump foreign policies and their potential impact on the investment landscape.
Walking a mile in Fed Chair Powell’s shoes
A slow roll on rate cuts by the Fed could frustrate markets and lead to more volatility ahead of the September FOMC meeting. See our take on what to expect for the next few weeks.
Still waiting…Fed wants more data before cutting policy rates
Our expert dives into Fed policy following the July FMOC meeting.
Office to multifamily conversions: Implications for CMBS investors
Our experts explore the emerging trend in some US cities of converting office space into multi-family units and its implications for bond investors.
Financial Market Review
A monthly update on equity, fixed income, currency, and commodity markets.
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Quarterly Market Review
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Brett Hinds
Jameson Dunn