Observe how our investment professionals outline their thoughts and methods that are currently aligned with improving global growth—these are their perspectives across equities, alternatives, and fixed income asset classes.
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
The insurers' moment: Credit lending after the crisis
DC plans should consider adding multi-asset credit strategies to their default strategies
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
Adding credit exposure to defined contribution (DC) defaults via an unconstrained multi-asset credit fund has the potential to enhance risk-adjusted returns and improve outcomes for DC plan members.
In this paper, Rupert Brindley discusses why the concept of the forward rate of interest is central to fixed income investing, and how it informs long-term forecasting processes.