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Article
4 min
Warsh as Fed chair: Something for everyone
Macro Strategist Juhi Dhawan shares five key takeaways on Kevin Warsh, President Trump’s nominee to be the next Fed chair, including thoughts on interest rates, deregulation, and the market impact.
4 min
Article
2027-02-28
Infographic
2 min
Chart in Focus: Is the Fed rate cut positive for risk?
In this edition of Chart in Focus, we examine how the Fed’s long-awaited interest rate cut may influence risk assets.
2 min
Infographic
2026-10-30
Article
5 min
FOMC: Cushioning the US labor market
Fixed Income Portfolio Manager Jeremy Forster analyzes the Fed's decision to cut interest rates at the September FOMC meeting.
5 min
Article
2026-10-31
Article
4 min
Twilight zone: how to interpret today’s uncertain macro picture
Macro Strategist John Butler and Investment Director Marco Giordano explore how to interpret today’s uncertain macroeconomic picture and its key implications.
4 min
Article
2026-09-30
Article
13 min
Severance: The split between the economy and the markets
While markets have bounced back since Liberation Day, policy changes and macro data bear watching. Heading into the second half of 2025, we're focused on relative opportunities across asset classes created by disconnects and divides between markets and economies.
13 min
Article
2026-06-30
Article
3 min
InvestorExchange: Credit investing amid today's volatility
Host Amar Reganti talks to Campe Goodman about what's next for bond markets and how investors may be able to navigate today's volatility.
3 min
Article
2026-05-31
Article
12 min
Oh baby, baby, it’s a wild world
Just one quarter into the year, many policy and economic assumptions have been turned on their head. What does it all mean for equity, bond, and commodity markets around the world? Members of our Investment Strategy & Solutions Group offer their outlook.
12 min
Article
2026-03-31
Article
3 min
Rate relief: Fed cuts half point, but says “economy is strong”
Our expert explains the Fed's bold rate cut and some key takeaways for investors.
3 min
Article
2025-09-30
Article
4 min
Walking a mile in Fed Chair Powell’s shoes
A slow roll on rate cuts by the Fed could frustrate markets and lead to more volatility ahead of the September FOMC meeting. See our take on what to expect for the next few weeks.
By
4 min
Article
2025-08-31
Article
Fork in the road: Slowdown or reacceleration ahead?
Markets seem to expect a much smoother ride in 2024, but are they too optimistic? Members of our Investment Strategy & Solutions Group offer their macro and market outlook, including their latest views on equities, bonds, and commodities.
Article
2026-01-31
Article
Multi-Asset Strategist Adam Berger and US Macro Strategist Juhi Dhawan consider the broad impact of Fed rate hikes and how asset allocators should respond.
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Article
2023-07-31
Quick Take
The significant flattening of the US Treasury yield curve in recent months has some prognosticators calling for an impending US recession. Not so fast, says Fixed Income Portfolio Manager Rob Burn.
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Quick Take
2022-07-31
Quick Take
With rising inflation and interest rates dominating the financial headlines in recent weeks, I have been fielding a flurry of colleague and client questions about the likely future trajectory of US monetary policy. While I don’t claim to have all the answers, especially with so many “known unknowns” as of this writing, here are my latest thoughts.
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Quick Take
2023-05-31
Quick Take
Here are quick thoughts on some common questions I’ve been asked recently about Fed policy, yields, the US dollar, and financial markets.
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Quick Take
2023-05-31
Quick Take
Fixed Income Portfolio Manager Michael Barry and Investment Specialist Raina Dunkelberger believe global convertible bonds are likely to outperform other fixed income sectors over an investment time horizon of approximately two to three years. Learn why.
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Quick Take
2023-04-21
Quick Take
In the face of ongoing geopolitical and macroeconomic uncertainty, including the prospect of steadily rising interest rates, our floating-rate bank loan team maintains a bullish outlook for the sector. Emboldened by a strong US economy and mounting inflationary pressures, the US Federal Reserve (Fed) enacted its first 25 basis-point (bp) increase in interest rates since 2018. Additionally, Fed Chair Jerome Powell’s recent rhetoric has become more hawkish, including suggesting the possibility of a 50 bp rate hike in the coming months. The market is now pricing in the fed funds rate to rise to around 2.5% by the end of 2022 (from its current target of 25-50 bps).
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Quick Take
2022-07-31
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