Helping clients build better portfolios
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
The biggest problem in U.S. productivity growth has been a decline in investment spending.
Where should core or core plus portfolios look to find value?
Scott McKee, Emerging Markets Corporate Bond portfolio manager, explores the opportunity set in corporate EMD
What investors should consider
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market. This decision was made despite the lowest unemployment rate in 40 years. Does that make sense? Also, a possible deal with China.
Mountains and molehills: Achievements and distractions on the road to decarbonization, and what comes next
Michael discusses this year���s Eye on the Market Energy paper.�� Topics include the unattainable objectives of the Green New Deal, an overview of the world���s de-carbonization challenges, Germany���s energy transition and Trump���s War on Science.
The S&P 500 could hit 10,000 by the mid-2030s