Latest Insights ECONOMIC AND MARKET COMMENTARY Resilience Required: A Guide for Investors With companies, governments and investors reaching for resilience, Group CIO Dan Ivascyn discusses the importance of active management, the impact of inflation, and opportunities within public and private credit, real estate, and housing. Learn More Filter: Section: Tag: Date: Expert: Ticker: Reset All Viewpoints European Front-End Markets: Valuation Strikes Back As the European Central Bank leaves negative policy rates behind, attractive valuations herald a much-improved total return potential. Blog July U.S. CPI Offers Some Relief, But Fed Also Watches Other Inflation Indicators Despite price declines in many sectors, the Federal Reserve may continue its hawkish approach. View From the Trade Floor Markets send mixed economic signals – and open the door for active bond investors(video) As the Fed continues to combat inflation, stock and bond markets are pricing in different recessionary risks - with a richer opportunity set now emerging for active fixed income investors. Blog Fed Aims for ‘Modestly Restrictive’ Policy to Counter Inflation The Federal Reserve affirmed its commitment to price stability, hiking its policy rate 75 basis points again and signaling more tightening to come. Load 4 more results FAQs Are rising rates bad for bonds? What can a flattening or steepening yield curve signal about the economic outlook? What influence does inflation have on rates and vice versa? Resources Education Understanding Inflation Learn More Education Navigating Interest Rates Learn More
Viewpoints European Front-End Markets: Valuation Strikes Back As the European Central Bank leaves negative policy rates behind, attractive valuations herald a much-improved total return potential.
Blog July U.S. CPI Offers Some Relief, But Fed Also Watches Other Inflation Indicators Despite price declines in many sectors, the Federal Reserve may continue its hawkish approach.
View From the Trade Floor Markets send mixed economic signals – and open the door for active bond investors(video) As the Fed continues to combat inflation, stock and bond markets are pricing in different recessionary risks - with a richer opportunity set now emerging for active fixed income investors.
Blog Fed Aims for ‘Modestly Restrictive’ Policy to Counter Inflation The Federal Reserve affirmed its commitment to price stability, hiking its policy rate 75 basis points again and signaling more tightening to come.