Economic cycle

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Outlooks Inflation Volatility Economic cycle Alternatives Equity Multi-asset Global Article
Mid-2022 Global Economic Outlook
We believe heightened geopolitical uncertainty, and the new macro environment of deglobalization, higher inflation, greater global cyclicality and volatility will disrupt and drive markets.
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Article
2023-07-31
Inflation Credit Economic cycle Monetary policy Government bonds USA Quick Take
Credit investing against a slower-growth, higher-inflation backdrop
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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By

Rob Burn, CFA

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Quick Take
2022-07-31
Fixed income Opportunities and risks Portfolio strategy Inflation Volatility Economic cycle Region of focus
A credit strategy designed for all seasons
We make the case for fixed income allocators to have an “all-weather†credit portfolio composed of carefully chosen building blocks.
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Multiple authors

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2022-11-15
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