Identifying the appropriate range for policy rates has gotten even more challenging given economic initiatives proposed by the incoming administration.
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Central banks are separating into the fast and the slow.
Research Analyst David Barker considers how consumer staples firms are responding to what has been a difficult trading environment.
The arrival of less restrictive monetary policy could further buttress a still resilient U.S. economy.
Portfolio Manager Jamie Ross discusses the European Central Bank's decision to lower interest rates for the second time in 2024.
With inflation’s downward path appearing sustainable, the Fed believes the time has come to step away from highly restrictive monetary policy.
Downward revisions to jobs numbers provide further support for interest rate cuts.
Moves in bond yields suggest Fed is behind the curve.
Many investors underappreciate the historical outperformance shorter-dated bond strategies have delivered relative to money market allocations.
Ali Dibadj and Matt Peron highlight why active investing suits the new market environment.
Jim Cielinski explores the income opportunity amid rates uncertainty.