Opportunity Amid the Noise
You Face Challenges. We See Possibilities.
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Featured Insights
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ECB: It Will Get Harder From Here
The European Central Bank will likely continue to cut interest rates, but future decisions could be more contentious.
In the ever-evolving fixed income markets, active management offers compelling opportunities for investors. CIO Core Strategies Mohit Mittal explains our process for building resilient portfolios and the areas we see opportunity to maximize potential total return today.
Attractive yields and a broad opportunity set bolster active bond investments amid today’s uncertain macroeconomic and market outlook.
As the European economy, particularly Germany, struggles with stagnant GDP and structural issues such as lagging technology and high energy prices, we see opportunities for fixed income investors.
It is not just tariffs that might affect inflation and growth but also trade uncertainty and the effects of the ambitious Trump policy agenda.
Amid ongoing uncertainty and volatility, Group CIO Dan Ivascyn explains why it’s important to focus on high quality, and how we’re leveraging global high yielding opportunities to help cushion portfolios against volatility and optimize returns.
The first trade skirmish of the second Trump administration has reverberated through global markets, highlighting the ongoing uncertainty in international trade relations.
ECB: Heading Towards Neutral
Despite still elevated domestic inflation, weak growth and inflation projected at target this year strengthen the case for further rate cuts.
With the highest policy rate among large developed countries, the U.K. has become an outlier, but we expect interest rates will fall by more than markets expect, with significant implications for gilt yields