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Filter By: Section Asset Allocation Outlook Behavioral Insights Cyclical outlook Economic and Market Commentary Economic Outlook Global Central Bank Focus Global Markets Monthly Market Update Investment Outlook Macro Perspectives Secular Outlook View from the Investment Committee Experts A B C D F H I K M O S W Y Clear Tina Adatia Global and Core Fixed Income Product Strategist Andrew Balls CIO Global Fixed Income Andrew Bosomworth Allison Boxer Economist Erin Browne Portfolio Manager, Multi-Asset Strategies Julie P. Callahan Libby Cantrill Public Policy Yishan Cao Credit Research Analyst Kenneth Chambers Fixed Income Strategist Stephen Chang Portfolio Manager, Asia Pramol Dhawan Portfolio Manager Joachim Fels David Hammer Portfolio Manager Daniel J. Ivascyn Group Chief Investment Officer Mark R. Kiesel CIO Global Credit Ryan Korinke Global Head of Sustainability Scott A. Mather Jason Odom Strategist, Asset Allocation Marc P. Seidner CIO Non-traditional Strategies Emmanuel S. Sharef Portfolio Manager, Asset Allocation and Multi Real Asset Greg E. Sharenow Portfolio Manager, Commodities and Real Assets Candice Stack Head of Client Management, Americas Kimberley Stafford Global Head of Product Strategy Christian Stracke Global Head of Credit Research Geraldine Sundstrom Portfolio Manager, Asset Allocation, EMEA Jamie Weinstein Portfolio Manager, Corporate Special Situations Tiffany Wilding North American Economist Nelson Yuan Order By Alphabetical Most Recent
Economic and Market Commentary Fixed Income Returns in 2023(video) Fixed Income Returns in 2023 Uncertainty and volatility will remain in 2023 – but the market reset is likely complete, and fixed income returns have become much more compelling. Learn how we leverage our Concentric Circle framework to identify the best opportunities for investors across a wide range of scenarios. Discover the three economic themes for 2023
Economic and Market Commentary Preparing Portfolios for 2023: Consider the Strong Case for Bonds(video) Preparing Portfolios for 2023: Consider the Strong Case for Bonds At the tail end of a challenging year, we reflect on the evolving macroeconomic landscape, including potentially stabilizing inflation, and the opportunities investors may do well to consider in 2023. Learn more from Group CIO Dan Ivascyn.
Economic and Market Commentary Asset Allocation Strategy: Risk-Off, Yield-On (video) Asset Allocation Strategy: Risk-Off, Yield-On Against a challenging macroeconomic backdrop, markets may be moving away from a world where equities rule – into one where high quality bonds are relatively more attractive. More from this Asset Allocation Outlook
Economic and Market Commentary Global Investing Strategy: Favoring High Quality Bonds, Real Assets(video) Global Investing Strategy: Favoring High Quality Bonds, Real Assets As investors grapple with policy tightening, inflation, and recession concerns, they may do well to consider a global multi-asset investing approach – one that favors high quality bonds and real assets heading into 2023. More from this Asset Allocation Outlook
Economic and Market Commentary Amid Uncertainty, Value Returns to Bonds(video) Amid Uncertainty, Value Returns to Bonds Economic uncertainties continue to weigh on markets, but the good news is that bond valuations are now back to attractive levels, with yields offering a powerful source of return potential. Learn more from Group CIO Dan Ivascyn. READ THE OUTLOOK