Given current and projected productivity and labor supply dynamics, productivity is unlikely to provide a significant lift to future growth.
Improving credit fundamentals, light tax-exempt supply and robust demand have driven the strong performance of municipal bonds in 2019.
Michael Cembalest analyzes the performance of over 6,700 domestic and international active equity managers, and discusses the challenges they face outperforming at a time of markets distorted by quantitative easing.
Investment grade and high yield credit in emerging markets have delivered divergent performance over the summer. Could this trend reverse, or is investor caution warranted in the high yield space?
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
Listen to previous series on a variety of investment topics, asset classes and current themes
Emerging market equity performance can swing in the short term as a result of big swings in investor sentiment.