Featured Insights


Chart of the Week

CHINA:  THE BIGGER PICTURE

Source: Bloomberg, as of 7/31/19. Past performance is no guarantee of future results. Indexes are unmanaged, and not available for direct investment. Index returns do not include fees or sales charges. This information is provided for illustrative purposes only and does not reflect the performance of an actual investment.

China: The bigger picture

Chart of the Week

Market Snapshot

Growth Fears: Where's the Fire?

Fresh thinking from our managers on the issues investors are talking about now.


Featured Insights

Market Outlook
Aug 14
Market Outlook

Around the Curve

Goodbye Convention, Hello Tweets?

August 14, 2019

How should investors approach this newest form of volatility?

Investment Insights
Aug 06
Investment Insights

Around the Curve

Consumer Confidence: Will Business Follow?

August 06, 2019

Why are consumers more confident in the economy than businesses now? The divergence poses acute questions for central bank policymakers.

Market Outlook
Jul 22
Market Outlook

Around the Curve

Rates: All Over but the Shouting

July 22, 2019

In light of the impending rate decision by the Fed, a look at key indicators of U.S. growth.

Investment Insights
Jul 08
Investment Insights

Around the Curve

Chart of the Moment: The Dollar

July 08, 2019

Is the dollar about to follow the script from 1998?

Investment Insights
Jul 08
Investment Insights

Around the Curve

Australia: A Structural Story

July 08, 2019

Despite prevailing pessimism, Australian structural realities support a more optimistic outlook.

Investment Insights
Jun 25
Investment Insights

Around the Curve

Lessons from Emerging Markets

June 25, 2019

Developed world policymakers should consider the experiences of EM economies that have embraced principles of Modern Monetary Theory.

Investment Insights
Jun 17
Investment Insights

Around the Curve

Tepid Inflation: Yet Another Sign

June 17, 2019

The Fed could have a challenge on its hands if it hopes to discover signs of a pickup in inflation.

Investment Insights
Jun 10
Investment Insights

Around the Curve

Political Risk and Emerging Markets

June 10, 2019

The impact of political realities on sentiment provides an important counterpoint to traditional economic indicators when evaluating structural shifts in emerging market countries.

Investment Insights
Jun 03
Investment Insights

Around the Curve

Political Risk and Investors

June 03, 2019

How can investors analyze – and quantify – the levels of political risk for fixed income?

Investment Insights
May 29
Investment Insights

Around the Curve

Chinese bonds: The Global Dimension

May 29, 2019

China's bonds are about to be included in important global bond indexes. Here's a primer on China's bond markets and what to expect when the markets go global.

Market Outlook
May 20
Market Outlook

Around the Curve

The Euro: Unloved, Unwanted, Ready to Rally

May 20, 2019

Despite the clouds, could the euro be set to appreciate as negative sentiment weakens and fundamentals improve?

Investment Insights
May 13
Investment Insights

Around the Curve

Why Kudlow Might Be Right

May 13, 2019

The willingness of U.S. consumers to spend is a crucial driver of interest rates – and global growth.

Investment Insights
May 06
Investment Insights

Around the Curve

The Fed's Inflation Problem

May 06, 2019

With inflation expectations plumbing new lows, the Fed may be reconsidering longstanding assumptions about monetary policy.

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