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Financials amid rising dispersion
We explore why we believe dispersion across stocks, sectors, and geographies is supporting numerous secular themes in long/short investing in financials.
Green horizons: How the shift toward sustainable finance may reshape fixed income markets
Three sustainability trends have the potential to reshape fixed income markets, leading to a range of new opportunities for investors.
Why cash won’t cut it for long: The case for bonds
Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson and Investment Strategy Analyst Patrick Wattiau explore the relative potential benefits of bonds versus cash.
How would emerging markets weather a “standard” recession?
Macro Strategist Gillian Edgeworth explores the potential impact of a developed market recession on emerging markets.
Green horizons: How the shift toward sustainable finance may reshape fixed income marketsContinue reading
How to interpret the Bank of Japan’s latest policy shiftContinue reading
Public CRE debt — Risk, opportunity, or both?Continue reading
US loses its AAA rating (again)Continue reading
What AI could mean for fixed incomeContinue reading