Robert J. Schoen
Co-Chief Investment Officer, Global Asset Allocation
More from the Asset Allocation team

After the fall
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.

How an active target-date strategy can navigate interest-rate risk
Active managers are in a unique position to manage risks in target-date strategies.

Are bonds too risky right now?
With historical context in mind, we argue that the fear surrounding rising rates and their impact on bonds and retirement portfolios is likely overblown.

How markets could react to Fed and ECB meetings
A mixed batch of inflation readings moved market expectations, but it is more important to remember the Fed’s inflation dashboard.