Tariffs, Technology, and Transition
Explore the Best Ideas from Our Global Investment Team
Bond returns have been strong – and the opportunity is far from over. With compelling yields and excess return potential across public and private markets, Marc Seidner, CIO non-traditional strategies, shares why fixed income remains a powerful tool for generating durable income and managing risk.
See why we believe commercial real estate debt stands out for value and stability in today’s market.
Former Federal Reserve Vice Chair Richard Clarida charts key signals for interest rates and the economy – and what they could mean for investors.
Tariffs, Technology, and Transition
Locking in attractive bond yields can support long-term returns, especially as central banks cut interest rates and tariff effects pose risks to global economic growth and inflation.
The Federal Reserve cited increasing risks to the U.S. labor market as a reason to ease monetary policy.
Mortgage bond reinvestment could be the Federal Reserve’s most effective and immediate tool to unlock the housing market – without even touching interest rates.
Group CIO Dan Ivascyn discusses how investors should examine liquidity and economic sensitivity across public and private markets.
Investors should approach private investment grade (IG) credit with a focus on risk-adjusted returns versus liquid IG, while seeking to maintain a core IG trait: limited impairment risk.
Flexing Into Global Fixed Income
Group CIO Dan Ivascyn discusses valuation advantages, U.S. dollar dynamics, and why alpha opportunities remain plentiful in a globally diversified, flexible approach.