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Assessing the impact and possible evolution of Fed policy
We have now seen actions, rather than just rhetoric, on U.S. China trade in a broad sense. While it will take markets some time to fully and appropriately price in the impact, it was encouraging to see markets not react too poorly to the first round of ta
Top questions on the minds of investors. See what your peers are asking and read answers from our team of Global Market Strategists.
LTCMA 2017 Macroeconomic Assumptions
The U.S. economy is growing at an above-trend pace, and the rest of the world seems to be finding its footing.
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In a late-cycle, rising interest rate environment, duration can be overlooked. But looking at the bond market today, might it be worth giving duration a second chance?