Last week’s employment report showed the U.S. unemployment rate falling to 3.6%, a multi-decade low. With little room for the unemployment rate to fall lower, many economists are growing increasingly concerned with the availability of labor supply and, in
After a relatively quiet summer, volatility spiked in October as investors worried about rising rates, peak economic and earnings growth and geopolitical tensions.
Scott McKee, Emerging Markets Corporate Bond portfolio manager, explores the opportunity set in corporate EMD
Long-term Capital Market Assumptions 2017 Theme-Credit cycles
The arrival of the bond bear market, continued normalizing of monetary policy and need to finance expanding U.S. budget deficits, long-term rates are set to rise.
A relatively benign G20 summit and expectations for easier financial conditions ahead have boosted demand for emerging market debt. However, areas of value can still be found.
Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings growth.
Assessing the impact and possible evolution of Fed policy