Real assets (infrastructure, commodities) and short-term bonds have provided some ballast against the market turbulence while private market exposures and hedge fund strategie
Key considerations as the Federal Reserve pursues Inflation 2.0%. By David Baker, Senior Director, Investment Research.
Even if U.S. inflation does begin to cool, it could well remain above the Fed’s 2% target for a year or two, which is a meaningful portfolio consideration and warrants conti
Where we are seeing opportunities amid mixed economic signals. By David Baker, Senior Director, Investment Research.
Not everything is doom and gloom in the economy, and pockets of stability are a significant reason the Fed is charging ahead with interest rate hikes to address inflation.
How inflation can lead to recession. By David Baker, Senior Director, Investment Research.
Inflation and the Fed’s response have started to take a toll on consumer spending, making a US recession more likely.
Where potential opportunities could emerge as market volatility rages. By David Baker, Senior Director, Investment Research.
As US monetary policy continues to tighten to fight inflation, we are keeping a close watch on consumer spending, the job market, and credit markets for signs of a significant