Regime shift from “lower for longer” toward reflation?
What are the potential investment implications of factor based investing?
What do our long-term growth and inflation forecasts say about today’s economy?
Helping clients build better portfolios
Why consider factor based fixed income investing?
With the U.S dollar having strengthened 6.6% in the last six months, investors are beginning to question whether the dollar has fundamentally changed direction after declining in 2017.
Where do we expect bond yields to go?
Macroeconomic assumptions: Mostly stable, mostly moderate