Potentially higher US inflation and growth coupled with tariffs are likely to impact the emerging markets landscape. What are implications for emerging markets debt investors?
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Trump 2.0 has divergent implications for interest rates in the US versus elsewhere.
A resurgence in productivity underscores a significant shift toward greater efficiency.
The Fed’s decisive move to cut interest rates again coupled with a quick election outcome introduces a mix of clarity and uncertainty in the US.
Identifying the appropriate range for policy rates has gotten even more challenging given economic initiatives proposed by the incoming administration.
A discussion of current opportunities in equities and fixed income, and why a flexible asset allocation approach might prove valuable in today’s complex market landscape.
A discussion on how the macroeconomic environment is impacting the securitized and multi-sector credit markets.
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How top-of-mind risks for our portfolio managers differ from the concerns investors worry will impact their finances in the months ahead.
This aerospace firm supports the case for why fundamental research matters in investing.