Positioning for inflation shocks

Positioning for inflation shocks

 February 16, 2024 |Sean Killin

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

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As the U.S. hits the debt ceiling, what’s next for financial markets?

 January 20, 2023 |Atul Bhatia, CFA

While a U.S. default is exceedingly unlikely, what are the costs of political brinkmanship for global financial markets?

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two people on beach looking at waves

What’s ahead for investors as economic trends change in 2023?

 January 12, 2023 |Joseph Wu, CFA

As economic trends shift, we believe 2023 will be characterized by continued volatility and in some cases, periods of risk-on market action.

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