Economic cycle

Showing of 3 Insights Posts
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
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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Quick Take
2022-07-31
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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2022-11-15