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          1. Portfolio Insights Overview

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          hero-insights

          Insights to build stronger portfolios

          Timely commentary, strategic perspectives and in-depth analysis from our investment teams to help guide your portfolio decisions.

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          • Fixed Income Perspectives
          • Strategic Investment Advisory Group

          Most popular insights

          Getting real about rates

          The post-war era of substantially positive real interest rates may be gone for good.

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          Long-Term Capital Market Assumptions

          Time-tested projections to help build stronger portfolios

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          Sustainable Investing Insights

          We believe that ESG considerations can play a critical role in a long-term investment strategy.

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          Currency Insights

          Our currency team provides the latest themes and implications for managing global currencies.

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          Fixed Income Insights

          Above Trend Growth is still our base case, but we dropped it to 80% while raising the likelihood of Sub Trend growth to 10%. Recession and Crisis remain at 5% each. Our best ideas include corporate credit, U.S. and euro high yield, and leveraged loans.

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