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The high cost of ‘insurance’ in today’s ‘Aggregate’ benchmark
Bond portfolios can act as a hedge against equity market volatility, but both the value and cost of this hedge fluctuate as economic and market conditions evolve.
The outlook for large cap US growth equities through renewed volatility
While bouts of market volatility are likely to continue amid divergent macroeconomic themes, Portfolio Manager Doug Rao remains constructive on the prospects for growth in the coming year.
Research in Action Podcast: Can equity gains continue in 2022?
Tune in to hear to why, despite the potential for near-term volatility, we think stock investors could find a broad investment opportunity set in the new year.
Still think high inflation is transitory?
Suny Park, Head of Institutional Client Strategy, discusses inflation-hedging for the end of the ‘great moderation’.
The high cost of “Insurance” in today’s aggregate benchmark
Bond portfolios can act as a hedge against equity market volatility, but both the value and cost of this hedge fluctuate as economic and market conditions evolve.
Research in action: can equity gains continue in 2022?
Tune in to hear to why, despite the potential for near-term volatility, we think stock investors could find a broad investment opportunity set in the new year.
Global Investment Grade: High Uncertainty Meets Low Dispersion
Considering the winds of change affecting the balance of risk and opportunity in investment grade in 2022.
Emerging Market Debt: A Pivotal Year for China
Why China is key to driving emerging market (EM) opportunities and performance in 2022.
Research in Action: Can Equity Gains Continue in 2022?
Tune in to hear to why, despite the potential for near-term volatility, we think stock investors could find a broad investment opportunity set in the new year.