Fixed Income Perspectives

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Worried About Inflation? Pay Attention to Labor Participation

August 17, 2021

Pay close attention to how labor market dynamics unfold over the next three months.

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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.

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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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