Blog Finding Opportunity Amid Uncertainty Group CIO Dan Ivascyn discusses the opportunities in fixed income markets amid an uncertain investment environment.
Group CIO Dan Ivascyn discusses the sectors and asset classes that may offer attractive value in today’s uncertain investment environment. For further insights into our views across asset classes, please read our Asset Allocation Outlook, “Building Resiliency Amid Uncertainty” READ NOW
Viewpoints What China’s Odyssey Towards “Common Prosperity” Means for Portfolios China’s regulatory crackdown focuses on specific sectors. Market volatility will likely be temporary, and long-run prospects for active investors remain robust.
Blog Idiosyncratic Risk in China Real Estate: What Does it Mean for the Property Market and Banks? We do not expect widespread contagion across China’s real estate or banking sectors despite the challenging outlook.
Blog Fed Policy Amid Elevated Inflation Concerns Elevated risks to inflation expectations appear to have prompted Federal Reserve officials to revise their policy rate hike projections higher.
Featured Solutions Flexible Fixed Income: How to Navigate the Challenges of 2021 and Beyond With a flexible approach, fixed income can generate positive returns and offer diversification even in challenging markets.
Blog A Dizzying Summer in D.C. as U.S. Debt Ceiling Looms Again While Congress makes progress on infrastructure legislation, the specter of another debt-ceiling showdown gives investors cause for concern.
Viewpoints Canadian Housing: Expensive, But Not Bubbly On the surface, Canada housing prices seem bubbly, but a closer look shows secular fundamental trends are driving most of the appreciation.
Viewpoints China’s Decarbonization Goal Won’t Dent its Appetite for Commodities Any Time Soon China expected to boost demand for some commodities as it transitions to a carbon-neutral economy.
Viewpoints Three Disruptive Trends Set to Transform the Auto Industry Disruptions should lead to opportunities for investors who can identify the likely winners and losers.
Blog Global Chip Shortage: The Winners and Losers We expect global tech spending to grow, driving demand for semiconductor components and leading to above-trend growth for the sector.
