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Policy and Regulatory Commentary
In First 100 Days, Biden Maps Big Changes to Economy
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The technology, health care, industrials, and utilities sectors could be impacted by Biden's legislative agenda.
Fixed Income Insights
Views on the Dynamic Post-Pandemic Trading Environment
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Our global fixed income trading team provides valuable insights that inform the positioning in our fixed income portfolios.
Fixed Income Insights
An Early Spring Awakening in Munis
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Turbulence for municipals may present opportunities, and we believe that credit research is of increasing importance.
Fixed Income Insights
Webcast: Navigating A New Rates Regime
The stimulus actions employed by central banks since the start of the pandemic have dramatically altered the fixed income landscape. Are rates stuck near zero for the foreseeable future, or will inflation and a growing debt mountain force a change?
Fixed Income Insights
TIPS Attractive Amid Potential for Upside Inflation Surprise
TIPS are attractive because inflation could exceed the widely anticipated increase in consumer prices later in 2021.
Policy and Regulatory Commentary
The rotation in stocks may not be over
Small caps, value, and non-US stocks may continue to benefit from Fed policy.
Sustainable Investing
ESG in 2021: Closing the Expectations Gap
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Antony Marsden, Head of Governance and Responsible Investment, explores key themes related to Environmental, Social and Governance (ESG) investing in 2021, including why a rethink on ratings is necessary to align expectations with reality.