CAPITAL IDEAS^TM

Interest rates

Market Volatility

Is there opportunity in this stock market volatility?

Fixed Income

Investing in fixed income during a hiking cycle

Keiyo Hanamura

Federal Reserve

As the Fed moves into action, bond portfolios need agility

Pramod Atluri

Fixed Income

Investing in fixed income in a rate hiking cycle

Keiyo Hanamura

Dividends

Rotating into dividends in an inflationary world

Interest Rates

Is the era of easy money coming to an end?

Market Volatility

The lowdown on inflation in the US and Europe

Emerging Markets

Does the EM debt repricing present a good entry point?

Harry Phinney

Fixed Income

Navigating the foggy road to normal

Mike Gitlin

Fixed Income

The US Fed's aggressive path could mean more market turmoil

Fixed Income

Look to credit opportunities amid bond market rout

Outlook

Bond outlook: What to know as Fed fears hit markets

Bonds

Why should you consider owning bonds now?

Outlook

Rob Lovelace on all-weather investing

Rob Lovelace

Europe

ECB faces tough choices as it prepares to raise rates

Robert Lind

Japan

Yen's plummet puts Bank of Japan in a bind

Anne Vandenabeele

United States

Is the US already in a recession?

Currencies

How long might the dollar rally last?

Jens Sondergaard

Equity

Equity investing in an inflationary environment

Christophe P. Braun

Bonds

Rising yields put bond markets back on a road to normal

Mike Gitlin

Market Volatility

Recession watch: lessons from history and key economic indicators

Market Volatility

When will the bear market end?

Inflation

Is high inflation the ultimate pandemic distortion?

Market Volatility

Running the rule over Truss & Kwarteng’s fiscal radicalism

Markets & Economy

New reality for investors: 5 big trends changing markets

Jody Jonsson

Fed

The Fed’s big question: how high is high enough?

Dividends

Dividends: Building resilience in a new market reality

Market Volatility

“Courage! We have been here before”

Politics

Quick take: Austerity deferred in the UK

Robert Lind

Markets & Economy

Quick take: Five insights on Fed policy after the latest rate hike

Bonds

Bond market outlook: Prospects brighten as Fed slows hikes

Central Banks

The economy in 2023: Where we differ from market consensus

Fixed Income

Why diversify your bond portfolio?

Federal Reserve

Quick take: Optimistic Fed not declaring victory over inflation

Tom Hollenberg

Market Volatility

Views on the collapse of SVB Financial

Market Volatility

Quick take: How SVB’s collapse changes the Fed’s calculus

Timothy Ng

Market Volatility

ECB hikes rates but financial instability clouds outlook

Robert Lind

Federal Reserve

Quick take: Bank failures push Fed to proceed with caution

Market Volatility

What the SVB collapse means for investors

Economic Indicators

Why the next economic recovery may be stronger than expected

Jared Franz

Economic Indicators

Economic outlook: Mild recession, strong recovery

Fixed Income

Navigating Uncertainty 2.0 - Are bonds in the sweet spot?

Federal Reserve

Why R-star may rise, and its implications for rates and policy

Jared Franz

Fixed Income

Macro insights: Resilient growth buoys markets, but risks elevated

Federal Reserve

Quick take: Fed strikes measured tone as hiking cycle resumes

Market Volatility

US economy hit by rolling recession

Bonds

Four lessons from 50 years of bond investing

Bonds

Four high-income seeking investment strategies for a high-rate world

Asset Allocation

As rate hikes near end, historic investor opportunity may begin

Mike Gitlin

Fixed Income

Can investment-grade credit provide resilience amid uncertainty

Fed

As the Fed pauses, what’s next for inflation and rates?

United States

US government debt: We need to talk

Darrell Spence

Economic Indicators

Economic outlook: A mixed picture for global growth in 2024

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Interest rates

CAPABILITIES & STRATEGIES

INVESTMENT CAPABILITIES

FOCUS STRATEGIES

OUR APPROACH

RESOURCES

INSIGHTS

CAPITAL IDEAS

CAPITAL LEARNING​

INVESTMENT THEMES​

EVENTS

ABOUT US

OUR COMPANY

MORE ABOUT US

Interest rates

CAPITAL LEARNING

INVESTMENT THEMES