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Macroeconomic & Geopolitical
May ECB meeting: Hawkish step down, and no pause ahead
The European Central Bank (ECB) raised its three key policy rates for the seventh consecutive time, opting to step-down the increment to 25 basis points (bps)
Macroeconomic & Geopolitical
April jobs report: Labor market strength defies Fed tightening
Market response
Fixed Income Insights
Mortgage-backed securities: Priced for imperfection?
Curated content for RIAs.
Head of U.S. Securitized Products John Kerschner and Portfolio Manager Nick Childs explain why they believe key risks are now largely priced in to fixed income markets, with selective areas – particularly mortgage-backed securities (MBS) – presenting an opportunity to provide favorable rick-adjusted returns.
Fixed Income Insights
Research in Action: Banks cash in on rising rates
This piece is approved to use with clients.
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.
Macroeconomic & Geopolitical
Corporate earnings: Growth clouds have arrived
While many macro signals have already triggered current recessionary conditions in some pockets of the economy, the 4Q22 inversion of the 3m10y Treasury yield curve means that investors need to prepare portfolios for the volatile period that is likely ahead.
Fixed Income Insights
US core fixed income: Better positioned going into 2023?
This piece is approved to use with clients.
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.