Fiscal policy

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Mid Year Outlook Designs 4_sd_v2
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4 min
Italy USA Europe Germany Credit Investment grade Fixed income Government bonds Institutional Program Outlook Japan Macro Macro hedge funds Article Monetary policy Interest rates Economic cycle United Kingdom Fiscal policy France
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Governments have been slow to reduce their fiscal deficits — it could cost them

Our expert explores the investment implications of continued excessive deficit spending by G7 countries.

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Eoin O'Callaghan
Eoin O'Callaghan
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4 min
Article
2025-06-30
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Mid Year Outlook Designs 4_sd_v2
Article
5 min
USA Inflation Article Monetary policy Fixed income Institutional Program Outlook Fiscal policy
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The revenge of the monetarists

Fixed Income Portfolio Manager Brij Khurana makes the case for a monetarist explanation for moderating inflation.

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Brij Khurana
Brij Khurana
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5 min
Article
2025-06-30
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Elections Article Institutional Program Americas Geopolitics Fiscal policy
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Biden 2.0: National security and investment themes

The geopolitical and investment implications of a potential second Biden term.

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Thomas Mucha
Thomas Mucha
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5 min
Article
2025-04-30
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Inflation Quick Take Credit Investment grade Fixed income Government bonds Institutional Program Fixed income program Volatility Monetary policy Interest rates Americas Fiscal policy High yield
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FOMC: Stable policy amid market volatility

The Fed is holding steady amid market turmoil. See our quick notes on the FOMC's March policy statement, forecasts, and the Fed chair's press conference. 

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Caroline Casavant
Caroline Casavant
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Quick Take
2025-03-31
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USA Elections Article Fixed income Equity Institutional Program Geopolitics Fiscal policy
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The Trump/Biden rematch: Market implications of unprecedented policy divergence 

Macro Strategist Juhi Dhawan discusses six key areas of policy debate in this year's US election that she expects will matter most to markets, from the tax and spending plans to trade and geopolitics.

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Juhi Dhawan
Juhi Dhawan, PhD
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Article
2025-03-31
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USA Inflation Article Credit Monetary policy Economic cycle Interest rates Institutional Program Fiscal policy Fixed income program
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Is the US economy really that different since COVID?

US economists have been touting the resilience of the post-COVID economic rebound. Brij Khurana dissects several key economic indicators to see what's really changed since 2019. 

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Brij Khurana
Brij Khurana
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Article
2025-03-31
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