Michael looks at the midterms: GOP gains in the Senate, an historic loss in the House given economic and market conditions, and what it means for investors.
Andy Dacy talks about how the transportation asset class is evolving and where he currently sees the best investment opportunities.
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
Our Infrastructure Research Team tests core infrastructure’s resilience by putting a portfolio through three scenarios.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
The performance of the US dollar significantly diverged from relative rate spreads
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
An Opportune Time to Build Your Strategic Allocation