In the past two months, U.S. bonds have outperformed stocks. We discuss why and the implications.
Why we continue to recommend topping up bond exposures as the U.S. economy slows down. By David Baker, Senior Director, Investment Strategy and Commun...
The assets that appear most attractive to us on a risk-adjusted basis are those that help diversify the equity component of portfolios.
The economic indicator that is just as important as inflation going into the 2nd half of 2024. By David Baker, Senior Director, Investment Strategy an...
U.S. consumer spending is being driven by the top 10% of earners, as lower-income households fall behind on credit card and auto payments.
Why the stickier phase of inflation is not likely to subside in the second half of 2024. By David Baker, Senior Director, Investment Strategy and Comm...
While higher interest rates continue to challenge private equity investors, they should provide a fertile backdrop for private credit.
With U.S. stock markets near record highs, what we are doing to reduce risk. By David Baker, Senior Director, Investment Strategy and Communications.
Assets that appear most attractive to us on a risk-adjusted basis are those that help diversify equity risk.
