Investment Outlook

Gears

Inflation Throws Sand in the Gears, but Markets Poised to Grind Higher on Potent Policy

July 12, 2021

We have strong conviction that the U.S. and global economic expansion will continue at an above trend pace this year, and that growth will persist into 2022.

Looking down a blue spiral staircase

Seven Themes for the Second Half of 2021

June 23, 2021

These are the seven major themes shaping positioning across our fixed income portfolios in the second half of the year.

Blue building with glass windows

Has the Economic Reopening Stalled?

June 3, 2021

In anticipation of the upcoming May employment report, we take a look back at last month’s jobs number...

Has the Economic Reopening Stalled?

June 3, 2021

In anticipation of the upcoming May employment report, we take a look back at last month’s jobs number to put the “disappointing” results in perspective.

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