Explore our thinking about today's financial markets
Most recent post
September 22, 2022 | Active Insights
As a follow up to the piece we published in July that focused on decelerating economic growth and equity returns, we thought it made sense to look at how some fixed income sectors fared during the same periods. We researched this concept to better understand the historical relationship between an economic slowdown, credit spreads, and total returns.
Capital Markets Outlook
July 12, 2022 | Capital Markets Outlook
With the S&P 500 in a bear market, the Fed’s aggressive hikes may be too late to tame inflation and too aggressive for a soft landing.
Fixed Income Outlook
August 2, 2022 | Fixed Income Outlook
Although central bank efforts to fight inflation could end in recession, we are constructive on some areas of fixed income.
September 1, 2022 | Equity Insights
Despite naysayers and the macroeconomic backdrop, we are excited about the tremendous long-term potential in emerging market equities.