Andrew Balls
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Navigating the Descent
Our Cyclical Outlook for the global economy and markets over the next year.
Post Peak
Our cyclical outlook: Markets appear priced for a benign economic outcome that would be a historical rarity given current conditions. Higher bond yields offer resilience amid increasing risks to the global economy.
Secular Outlook: The Aftershock Economy
Markets will likely face more volatility as the global economy exits a period of massive fiscal and monetary support. Listen to our outlook for the global economy and markets over the next five years. Section 1: Key Takeaways Section 2: Secular Theme Section 3: Investment Implications
The Aftershock Economy
Markets will likely face more volatility as the global economy exits a period of massive fiscal and monetary support. In this post-policy era, attractive yields on high quality bonds encourage a more resilient approach to investing.
Economic and market stresses raise the risk of a recession. Fixed income can offer the potential for attractive yield and stability amid the uncertainty.
Economic and market stresses raise the risk of a recession. Fixed income can offer the potential for attractive yield and stability amid the uncertainty. Section 1: The Economic Backdrop Section 2: Investment Implications
Group CIO Dan Ivascyn discusses where we’re seizing opportunity now and where we’re exercising patience.
Fractured Markets, Strong Bonds
The effects of tighter financial conditions are becoming apparent, bringing forward the risk of recession while suggesting a supportive backdrop for bonds.
High quality fixed income investments can help center portfolios while offering attractive yield potential amid a likely recession in 2023.