- Investment Director, Fixed Income Product Management
United States, Institutional
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Commodities
Inflation
Wellington on Washington and the World
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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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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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Markets are underestimating the persistence of inflation
Macro Strategists Eoin O'Callaghan, Michael Medeiros and John Butler share their macro outlook for the remainder of 2026 and discuss the implications of the ongoing energy shock for markets and investors.
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2027-12-23
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The Iran war is changing the bond playbook
Regional wars, inflation, and shifting fiscal priorities are creating new challenges for the bond market. Fixed income portfolio manager Brij Khurana explains why investors may need to look beyond traditional core bond markets for opportunities.
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2027-04-24
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Rapid fire questions with Schuyler Reece on EM debt
In this edition of “Rapid fire questions,” fixed income portfolio manager Schuyler Reece shares his read on the evolving macro backdrop amid the Middle East conflict, why he remains constructive on emerging markets debt, and where he sees the most compelling opportunities and risks across hard currency, local debt and EM currencies.
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2027-06-30
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Top of Mind: Next-generation diversifiers for a changing market landscape
Multi-Asset Strategist Adam makes a case for a set of “next-generation diversifiers” — asset classes that may help protect portfolios against equity downside and other risks in the market environment investors are likely to face in coming years.
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2028-05-31
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Quarterly Market Review — 2Q26
A quarterly update on equity, fixed income, currency, and commodity markets.
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2027-04-30
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Monthly Market Review — June 2026
A monthly update on equity, fixed income, currency, and commodity markets.
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