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View From the Investment Committee

Bonds Shine in Volatile Times

We explore how bonds are re-establishing their role as portfolio diversifiers in times of market volatility and central bank divergence.
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    Summer of Dispersion

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    Facing the Music: Challenges and Opportunities in Today’s Commercial Real Estate Market

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    U.K. General Election: Treading a Familiar Fiscal Path

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Featured Insights
Economic and Market Commentary

China's economic transformation presents both challenges and opportunities for global markets.

Economic and Market Commentary

In his annual Jackson Hole speech, Fed Chair Powell assessed the post-pandemic U.S. economy and suggested rate cuts are coming soon.

Investment Strategies

With yields high and policy rates beginning to drop, we see a compelling global opportunity set for bond investors.

Economic and Market Commentary

The central bank’s latest policy statement and Chair Jerome Powell’s remarks suggest that an initial interest rate cut could come as soon as September.

Economic and Market Commentary

With Vice President Kamala Harris likely to be the Democratic nominee, the race for the White House has shifted and congressional Democratic prospects have improved.

Economic and Market Commentary

While the European Central Bank kept policy rates unchanged, the next cut is likely to be delivered soon.

Investment Strategies

Explore the opportunities we see in consumer-related lending, which offers quality and potentially a great runway for growth.

Economic and Market Commentary

In the post-pandemic fiscal landscape, government debt trajectories may be volatile, but appear broadly sustainable.

Economic and Market Commentary

Explore key themes from our Secular Outlook, including fiscal policy, geopolitical risks, AI, and upcoming elections, and learn how these factors could shape the future of fixed income markets.

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