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Macroeconomic & Geopolitical
May CPI report: Inflation deceleration paves the way for a policy pause in June
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However, core inflation is proving significantly stickier and remains above 5%...
Macroeconomic & Geopolitical
June FOMC meeting: A very hawkish pause
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Market response.
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.
Fixed Income Insights
US core fixed income: Better positioned going into 2023?
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Greg Wilensky, Head of U.S. Fixed Income, discusses his 2023 investment outlook, including the opportunities and risks he sees in U.S. core fixed income as we head into the new year.
Macroeconomic & Geopolitical
Direct Democracy On The Ballot: 2022 Ballot Initiatives
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In addition to control of Congress, voters will decide hundreds of ballot initiatives this November.
Fixed Income Insights
Global Perspectives: Mortgage-Backed Securities – Has the Baby Gone Out with the Bathwater?
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In the latest episode of our Global Perspectives podcast series, Portfolio Manager Nick Childs and Securitized Products Analyst Tom Polus discuss the reasons why they believe mortgage-backed securities have been sold off disproportionately, and if that might be a good thing going forward.