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Market Outlooks
US growth: How much juice is left in the squeeze?
Curated content for RIAs.
Oliver Blackbourn, Portfolio Manager in the Multi-Asset Team, considers if US growth stocks are close to a peak after what has been stellar performance thus far in 2023.
Market Outlooks
Is There A Default Playbook?
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In Washington, all attention was focused on the White House yesterday, where congressional leaders met again with President Joe Biden regarding the debt ceiling.
Market Outlooks
The value of small caps for the road ahead
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Portfolio Managers Justin Tugman and Craig Kempler explain how the current state of small caps and a defensive value approach complement the market environment they expect in the coming years.
Market Outlooks
Productivity: The antidote to an inflationary era
Curated content for RIAs.
Head of Global Asset Allocation Ashwin Alankar explains how adopting productivity-enhancing innovations can help corporations defend margins and earnings in an era of higher inflation.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise as banking concerns ease
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U.S. Treasury yields rose as conditions in the banking sector continued to stabilize and investor concerns receded.
Fixed Income Insights
Research in Action: Banks cash in on rising rates
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Portfolio Manager and Research Analyst John Jordan says rising interest rates, large capital reserves, and secular tailwinds are helping to bolster the financials sector despite an uncertain economic outlook.