Blog Quick Takes: Why Core Bond Indexes Are Riskier Now Learn why we think it’s important to take an active approach to core bond investments.
Scott Mather, CIO of U.S. core strategies, discusses why core bond indexes are riskier today and cautions passive investors that they may not be getting compensated for new risks. Explore our latest thinking on interest rates and their investment implications. LEARN MORE
Blog Credit Where Credit Is Due: Four Common Misconceptions in Public and Private Credit Markets Heightened market volatility has led to misconceptions about credit, in our view. We dispel four of them here.
Blog China’s Property Sector Slump: Is Recovery on the Horizon? In the absence of immediate and substantive policy easing at the national level, we believe that the sector could pose a serious risk to the government’s GDP growth target in 2022.
Blog Fed Outlook: Expeditious but Nimble Federal Reserve hikes policy rate 50 basis points, while remaining flexible in fighting inflation.
Asset Allocation Outlook Late‑Cycle Strategies We assess risks and potential opportunities for multi-asset portfolios amid late-cycle dynamics, higher inflation, rising interest rates, and geopolitical uncertainty.
Viewpoints Hotel Market in a Post‑COVID World Hotels have recovered from the depths of the pandemic, but markets continue to evolve and the recovery has been uneven.
Blog Bank of Canada: Hike More Now, Less Later The Bank of Canada embarked on a swift tightening path, but secular forces still weigh on the longer-run interest rate outlook.
Blog Rise in Treasury Yields May Portend Volatility in the Months Ahead U.S. yields surged to begin 2022 as financial markets gird for central banks to begin tightening monetary policy.