Are we coming to the end of Fed rate hikes?
New data reaffirms that the US Federal reserve could be coming close to...
Bonds: The Comeback Kid of Investing
After years of underperformance relative to equities, have bonds now made...
Weakening Credit and Tightening Lending Conditions Drive Compelling Value
Higher interest rates and tighter lending conditions are creating a very...
Fractured Markets, Strong Bonds
For investors, times of uncertainty can underscore the importance of a...
The ECB Hikes Rates Amid Financial Market Volatility
In a dovish move, the central bank raises rates by half a point.
Modern Macro: A New Approach to an Old Strategy
Deep uncertainty and market volatility provide fertile ground for macro...
Fed Weighs Stubborn Inflation Against Banking System Stress
Slower credit growth may curtail broader U.S. economic growth, taking pressure...
European Outlook: Less downside now, but caution still warranted
Focusing on high quality and liquidity when taking risk in portfolios will...
Seizing Opportunities in Global Bonds
In a challenging macro environment, a resilient allocation to core bonds...
Do bank failures mean the Fed's hiking cycle is over?
The failure of Silicon Valley Bank raises questions for Fed policy and...
Asia market outlook: resilience amid strained global markets
As the COVID-19 recovery continues, we expect Asia’s growth-inflation dynamics...
Unlocking Alternatives: Creating Opportunities with Flexible Capital
Within financing markets, there are few firms capable of providing bespoke,...
