Credit: The ‘Income’ is Back in Fixed Income
Credit markets are facing various headwinds, including policy tightening and slowing growth, and credit investors are looking for where they might see the best risk adjusted returns. Chief Cross-Asset...
3 Touko 20228min
Retail Investing, Pt. 2: ESG and Fixed Income
As investors look to diversify their portfolios, there are two big stories to keep an eye on: the historic rise in bond yields and the increased adoption of ESG strategies. Chief Cross-Asset Strategis...
29 Huhti 20229min
Retail Investing, Pt. 1: International Exposure
With questions around equity outperformance, tech overvaluation and currency headwinds in the U.S., retail investors may want to look internationally to diversify their portfolio. Chief Cross-Asset St...
28 Huhti 20228min
Michael Zezas: Legislation that Matters to Markets
The U.S. Congress has been quietly making progress on a couple of key pieces of legislation, and investors should be aware of which bills will matter to markets.-----Transcript-----Welcome to Thoughts...
27 Huhti 20223min
Transportation: Untangling the Supply Chain
Global supply chains have been under stress from the pandemic, geopolitical tensions, and inflation, and the outlook for transportation in 2022 is a mixed bag so far. Chief U.S. Economist Ellen Zentne...
26 Huhti 20229min
Mike Wilson: U.S. Stocks and the Oncoming Slowdown
As U.S. equity markets digest higher inflation and a more hawkish Fed, the question is when this will turn into a headwind for earnings growth.-----Transcript-----Welcome to Thoughts on the Market. I'...
25 Huhti 20223min
Jonathan Garner: Looking for Alternatives to Emerging Markets
Forecasts for China and other Emerging Markets have continued on a downtrend, extending last year’s underperformance, meaning investors might want to look into regions with a more favorable outlook.Im...
22 Huhti 20223min
Andrew Sheets: Can Bonds Once Again Play Defense?
U.S. Treasury bonds have seen significant losses over the last six months, but looking forward investors may be able to use bonds to help balance their cross-asset portfolio in an uncertain market.---...
21 Huhti 20223min
