Markets, economy, stocks, growth, global, fixed income, international, asset classes
We cut the chances of recession to 25% after a thaw in the trade war and a year of rate cuts; our forecast is for sub trend growth. Favored sectors include emerging market local currency debt and higher rated short-duration securitized credit.
Is the gap closing between US equity returns and the rest of the world’s?
What are the implications of quantitative tightening for the global bond market?
In lower cost, liquid vehicles, alternative risk premia strategies can strengthen a risk-return profile.
How do your peers embed ESG into portfolios?
How can investors potentially achieve greater total return in an unconstrained fixed income portfolio?
Do high yield bonds and leveraged loans still have room to run?