Charted territory: Rate hike playbook
Our research team analyzes the impacts of rate hike cycles on markets to help prepare investors for what’s to come.
Charted territory: Inflation playbook
Sustained higher inflation is here to stay. Our team analyzes its impacts to equip investors with the right defenses.
What’s driving higher inflation and what to expect in 2022
Inflation looms as the biggest economic uncertainty for investors and policymakers. We build a bottom-up scenario and break down risks in 2022.
Higher inflation has come for the 60/40
Investors have not truly had to contend with higher inflation for decades. We break down the impact inflation has on fixed income markets, equities, and the dynamics of the 60/40 portfolio.
Money supply growth and the implications for investors
A new research report from Troy Gayeski
Lining up the last days of LIBOR
As year-end approaches, LIBOR’s sunset is finally imminent. We set the stage as markets race to embrace LIBOR replacement rates over the final two months of the year and paint a picture of what the post-LIBOR world will look like.
