Manager Commentaries
Fixed income
U.S. labor market — 55 is the new 65
Following broad-based recovery in the labor market when the economy initially reopened in 2020, the labor force participation rate has stagnated and started to diverge.
Fixed income
Pandemic takes toll on emerging market finances
New mobility restrictions will be a drag on emerging economies, but we expect the impact will be less severe than during the first wave of the pandemic.
Investment updates
The global economy this week
July 26 — Highlights of the past week, from central bank policies to trade and currency trends.
Growth
GERMANY: Producer prices climbed 1.3% in June compared with May.
Most recent
Equity Insights | July 1, 2021
The small-cap index changes, but our process stays the same
Capital Markets Outlook | Q3/2021
Fed's hawkish pivot shouldn't stoke inflation fears
Fixed Income Outlook | Q3/2021
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