Commentary

Will Policy Changes Open the Door to Higher Inflation?

Central banks are being forced to address many challenges—inequality, climate change, and debt management to name but three. 

Webinar

Taking Muni Bonds to the Next Level: Where Cutting-Edge Tech and Fundamental Research Meet

There’s considerable uncertainty in today’s municipal market. Questions persist about the likelihood of rising interest rates, inflation that may not be transitory and the impact on municipalities once the benefits of fiscal stimulus fades. Active bond managers have many decisions to make and need to be nimble in a changing landscape. What’s next for municipal bonds, and how can trading and portfolio management technology help investors navigate this changing environment?

Commentary

Is Your Target-Date Fund Providing Enough Inflation Protection?

Inflation has been on the rise recently, raising concerns about long-run inflation and its impact on the spending power of those who can least afford it—investors approaching or already in retirement.

Commentary

Could China’s Regulatory Crackdown Be Good for Credit?

China’s regulatory crackdown on education and tech companies led early this week to a dramatic sell-off that started in Chinese stocks and extended into offshore Chinese currency and credit markets.

Commentary

Can Onshore Stocks Offer Shelter from China’s Market Storm?

Chinese stocks have tumbled amid a regulatory crackdown on education and technology companies.

Commentary

Brace (But Not Too Much) for the CPI Roller-Coaster

Hang on to your hat.

Commentary

Why Investors Shouldn’t Take a Time-Out from High Yield

The US high-yield market has seen a strong comeback since its panic-driven downturn at the onset of the COVID-19 pandemic.

Commentary

Quality Enhances Value for Investors After Market Crises

Market crises and macroeconomic recessions typically create fertile ground for value stocks to outperform in a recovery.

Commentary

Looking Back and Ahead: Eventful Decades for Emerging Markets

In 2010, 68% of the companies in Fortune Magazine’s Global 500 were domiciled in Group of Seven (G7) countries, compared with 17% in the E20* emerging-market (EM) countries.

Commentary

The Renminbi Outlook: The Journey Is the Reward

Many investors with exposure to the Chinese renminbi (RMB), having enjoyed a strong rally in the second quarter, are worried that policy uncertainties could hurt the currency’s short-term outlook.

Commentary

Earnings Bounce Poses Quality Test for Equity Investors

As the world convalesced from the pandemic, stocks advanced in the second quarter and earnings rebounded across sectors.

Commentary

What Are Bond Investors Thinking? Their Three Top Concerns

Bond investors are worried, and who can blame them?

Commentary

The Hunt for Quality: Searching for Durable Stocks in an Uncertain World

High-quality companies are always in style. In good times and bad, features that define resilient businesses and stocks underpin consistent and solid equity return potential.

Commentary

This Too Shall Pass: The Micro Case for Transitory Inflation

US inflation continued to soar in May, with the Core Consumer Price Index (CPI) up 0.7% month over month and 3.8% year over year—its highest annual rate in more than 25 years.

Commentary

Japanese Stocks Regain Luster for Post-Pandemic Markets

Japanese equities have long been overlooked by many global investors.