CAPITAL IDEAS^TM

Interest rates

Economic Indicators

Economic outlook: A mixed picture for global growth in 2024

United States

US government debt: We need to talk

Darrell Spence

Fed

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

Fixed Income

Can investment-grade credit provide resilience amid uncertainty

Asset Allocation

As rate hikes near end, historic investor opportunity may begin

Mike Gitlin

Bonds

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

Bonds

Four lessons from 50 years of bond investing

Market Volatility

US economy hit by rolling recession

Federal Reserve

Quick take: Fed strikes measured tone as hiking cycle resumes

Fixed Income

Macro insights: Resilient growth buoys markets, but risks elevated

Federal Reserve

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

Jared Franz

Fixed Income

Navigating Uncertainty 2.0 - Are bonds in the sweet spot?

Economic Indicators

Economic outlook: Mild recession, strong recovery

Economic Indicators

Why the next economic recovery may be stronger than expected

Jared Franz

Market Volatility

What the SVB collapse means for investors

Federal Reserve

Quick take: Bank failures push Fed to proceed with caution

Market Volatility

ECB hikes rates but financial instability clouds outlook

Robert Lind

Market Volatility

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

Timothy Ng

Market Volatility

Views on the collapse of SVB Financial

Federal Reserve

Quick take: Optimistic Fed not declaring victory over inflation

Tom Hollenberg

Fixed Income

Why diversify your bond portfolio?

Central Banks

The economy in 2023: Where we differ from market consensus

Bonds

Bond market outlook: Prospects brighten as Fed slows hikes

Markets & Economy

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

Politics

Quick take: Austerity deferred in the UK

Robert Lind

Market Volatility

Courage! We have been here before

Dividends

Dividends: Building resilience in a new market reality

Fed

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

Markets & Economy

New reality for investors: 5 big trends changing markets

Jody Jonsson

Market Volatility

Running the rule over Truss & Kwarteng’s fiscal radicalism

Inflation

Is high inflation the ultimate pandemic distortion?

Market Volatility

When will the bear market end?

Market Volatility

Recession watch: lessons from history and key economic indicators

Bonds

Rising yields put bond markets back on a road to normal

Mike Gitlin

Equity

Equity investing in an inflationary environment

Christophe P. Braun

Currencies

How long might the dollar rally last?

Jens Sondergaard

United States

Is the US already in a recession?

Japan

Yen's plummet puts Bank of Japan in a bind

Anne Vandenabeele

Europe

ECB faces tough choices as it prepares to raise rates

Robert Lind

Outlook

Rob Lovelace on all-weather investing

Rob Lovelace

Bonds

Why should you consider owning bonds now?

Outlook

Bond outlook: What to know as Fed fears hit markets

Fixed Income

Look to credit opportunities amid bond market rout

Fixed Income

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

Fixed Income

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

Fixed Income

Navigating the foggy road to normal

Mike Gitlin

Emerging Markets

Does the EM debt repricing present a good entry point?

Harry Phinney

Market Volatility

The lowdown on inflation in the US and Europe

Interest Rates

Is the era of easy money coming to an end?

Dividends

Rotating into dividends in an inflationary world

Fixed Income

Investing in fixed income in a rate hiking cycle

Keiyo Hanamura

Federal Reserve

As the Fed moves into action, bond portfolios need agility

Pramod Atluri

Fixed Income

Investing in fixed income during a hiking cycle

Keiyo Hanamura

Market Volatility

Is there opportunity in this stock market volatility?

Bonds

Rising US rates: Untangling the Fed vs. market debate

Fixed Income

Will the Fed’s new policy framework bring higher inflation?

Timothy Ng

Central Banks

What do the unprecedented monetary and fiscal measures mean for inflation?

Andrew Cormack

Fixed Income Perspectives

Central Banks

Feds shift on Inflation unlikely to send it higher soon

Darrell Spence

Bonds

US corporate debt: opportunity and risk in a post-COVID world

James Blair

Bonds

Fixed Income Perspectives

Bonds

Global investment grade corporate bonds: a sector for all seasons

James Blair

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Interest rates

INVESTMENTS

STRATEGIES

OUR CAPABILITIES

OUR APPROACH

INSIGHTS

CAPITAL IDEAS

CAPITAL LEARNING​

EVENTS

INVESTMENT THEMES​

RESOURCES & SUPPORT

HOW TO INVEST

SHAREHOLDER INFORMATION

ABOUT US

OUR COMPANY

MORE ABOUT US

Interest rates

CAPITAL LEARNING

INVESTMENT THEMES