- Investment Director, Fixed Income Product Management
United States, Institutional
ChangeWhat 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 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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2027-08-31
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Tech Stocks as an Inflation Hedge: Is the Case Weakening?
Fixed Income Portfolio Manager Brij Khurana explores why US tech stocks may be a less attractive hedge against US inflation and currency debasement and how this could favor bonds.
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2027-09-03
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Deep dive on CLO equity investing
Alyssa Irving, Fixed Income Portfolio Manager, discusses the CLO equity asset class, highlighting its diversification potential, risk-return dynamics, and the crucial role of managers.
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2027-08-31
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Oil market update: The long road to normalization
As geopolitical tensions in the Gulf region resume, our expert discusses recent oil market dynamics and their potential impact on inflation and the global growth outlook.
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2027-07-27
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2026 midyear geopolitical update: What “structural competition” means for investors
Our expert explores how structural geopolitical competition is reshaping markets, raising risk premiums, and creating long-term investment implications across defense, energy, technology, supply chains, sovereign credibility, and portfolio resilience.
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2027-07-12
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The rally and the reality
Can the markets remain resilient in the face of geopolitical disruption and inflation worries? We offer our views on the macro environment, AI-driven earnings, and the implications for equities, bonds, and commodities.
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2027-07-30
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The state of commercial real estate
We explore how macroeconomic, demographic, and sector-specific trends are reshaping commercial real estate, and why selectivity by sector, asset, quality, and capital structure may matter more than broad asset-class exposure.
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2027-06-30
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Warsh’s first FOMC: We have a task force for that
Our experts highlight new task forces, examine evolving inflation and labor dynamics, and contend that the Fed soon may need to choose between growth support and price stability.
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2026-12-31
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The questions incoming Fed Chair Warsh will need to answer
We examine the key questions that incoming Fed chairman Kevin Warsh may need to confront as monetary policy faces new limits and new risks.
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2027-06-04
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Monthly Market Review — July 2026
A monthly update on equity, fixed income, currency, and commodity markets.
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