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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.
These are the seven major themes shaping positioning across our fixed income portfolios in the second half of the year.
In anticipation of the upcoming May employment report, we take a look back at last month’s jobs number...
Highlights from the week of July 23 – July 29, 2021.
Highlights from the week of July 16 – July 22, 2021.
Highlights from the week of July 9 - July 15, 2021.
Highlights from the week of July 2 – July 8, 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.
Highlights from the week of June 18 – June 24, 2021.
These are the seven major themes shaping positioning across our fixed income portfolios in the second half of the year.
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.
During the 1Q20 market dislocation we argued that Securitized Credit was a compelling way to gain access to the eventual rebound of the U.S. consumer—our view today remains the same.
Fear of runaway inflation remains at the top of investors’ list of concerns—a closer look at the data suggests cooler heads will prevail.