- Investment Director, Fixed Income Product Management
What do you need to know about the markets this week? Tune in to Paul Skinner's weekly market update for the lowdown on where the markets are and what investors should keep their eye on this week.
The views expressed are those of the author at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
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The rally: Refusing to yield?
Find out why we remain constructive but increasingly selective as AI investment supports equities, rising yields create opportunities in government bonds, and geopolitical risks complicate the outlook.
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10 min
Article
2027-10-31
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Securitized credit market update with Kyra Fecteau
Securitized credit has been resilient this year, with stable fundamentals and compelling spreads supporting demand. What's the outlook from here?
Fixed Income Portfolio Manager Kyra Fecteau joins Paul Skinner to discuss the health of the consumer, growing dispersion across credit markets, and the risks that could matter most for the rest of the year.
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6 min
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2027-09-29
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Resilient growth, rising risks: Investing through the energy shock
Macro Strategist Eoin O’Callaghan explores the drivers of resilient growth amid the continued energy shock and discusses why investors need to keep a close eye on evolving macro conditions.
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2029-09-25
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Income investing in the Warsh Fed era: What investors should consider
How should income investors be positioned for a Warsh-led Fed? Our experts believe it begins by rethinking fundamentals, and being more deliberate and adaptive.
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4 min
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2027-09-21
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September FOMC: Doves capitulate
For the first time in over three years, the Fed raised the target rate range to 3.75%-4.00% in September. Our team looks at what's driving the shift and what it means going forward.
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5 min
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2027-05-16
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8 min
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Oil is the spark — the cost of capital is the story
Higher oil prices are refocusing markets on inflation and the Fed, but the bigger investment story may be a broader shift toward a higher cost of capital and new diversification challenges.
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8 min
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2027-09-17
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The most important midterm question?
As the mid-term elections approach, the things the election won't change may matter more than who wins and who loses.
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2027-08-20
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Band-aids, bazookas, and boomerangs: Equity investing in a volatile US rate regime
With fiscal pressures and Treasury-market fragilities keeping bond yields volatile, Macro Strategist Juhi Dhawan outlines implications for equity investors.
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9 min
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2027-08-31
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High asset prices, not low interest rates, are driving inflation
Wealth distribution in the US has rendered the Federal Reserve’s usual tools less effective. The Fed will need to address asset prices head-on in creative ways if it is going to return inflation to target.
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4 min
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2027-08-24
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3 min
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AI-driven market dispersion favors active selectivity
Headline market volatility may appear subdued, but dispersion across stocks and sectors is rising. Explore why AI-driven differentiation may favor active selectivity.
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3 min
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2027-08-31
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