Blog What Is the U.S. Yield Curve Signaling About the Economic Outlook? Group CIO Dan Ivascyn says that while there’s considerable uncertainty going forward, it’s premature to suggest a recession is imminent.
Group CIO Dan Ivascyn says that while there’s considerable uncertainty going forward, it’s premature to suggest a recession is imminent simply because we’ve seen some inversion in a portion of the U.S. yield curve.
Blog Fiscal Spending Could Cause a U.S. Growth Spike – Compounding Investors’ Concerns on Inflation A large fiscal package geared toward pandemic relief will likely boost U.S. growth even further in 2021, but long-term inflationary risks are still balanced.
Viewpoints Emerging Markets Asset Allocation: Investing Into the Upswing Accelerating global economic growth, abundant liquidity, and attractive relative valuations suggest strong potential returns ahead, warranting a larger allocation toward emerging markets investments.
Blog Fixed Income: Low Yields Don’t Tell the Whole Story Bonds continue to offer numerous benefits and potential for appreciation.
Blog Inflation Outlook: Relatively Range‑Bound Group CIO Dan Ivascyn discusses the factors that will likely keep inflation in check over the longer term.
In Depth Lessons From the March 2020 Market Turmoil Markets largely held up in last year’s liquidity crunch, but we believe policymakers should address a few soft spots.
Blog Policymakers: Pulling Out All The Stops Governments and central banks have started to respond more forcefully to the health crisis, enacting policy in an effort to limit long-term damage to the global economy.