Ali Dibadj and Matt Peron highlight why active investing suits the new market environment.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Jim Cielinski explores the income opportunity amid rates uncertainty.
With inflation once again showing signs of easing, the Fed appears on track to cut policy rates – just not yet.
The European Central Bank has moved ahead of the US Federal Reserve in its first move to cut interest rates. Portfolio Manager Tim Winstone tackles five questions for investors in Europe.
What investors can do if they feel like they missed the market rally.
April’s CPI report keeps hopes for a summer rate cut alive, but are investors underestimating the rate trajectory through 2026?
What investors need to know about the Federal Reserve’s latest decision to leave rates unchanged.
How March's Core PCE reading impacts rate expectations and the overall inflation picture in the U.S.
While stickier-than-expected inflation undoubtedly alters the timing of rate cuts, it likely does not affect the Fed’s goal of eventually easing restrictive policy.
Exploring the evidence to support taking a rate sensitive (high duration) stance within a bond portfolio.
With global economic prospects likely to diverge further, investors should seek markets that appear to balance risks and opportunities.