Research report

Showing 1–6 insights out of 18 results
Research report

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.

Research report

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.

Research report

Money supply growth and the implications for investors

A new research report from Troy Gayeski

Research report

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.

Research report

An inconsistent truth: Interest rates and inflation can diverge

Inflation has skyrocketed in Q3 while benchmark yields have moved lower. Yet these dynamics are not as inconsistent as they currently appear, and persistent inflation and low interest rates could continue well into 2022.

Research report

It’s complicated: Leveraged loans and the LIBOR transition

A deep dive into challenges facing the loan market as SOFR’s incorporation gains momentum.

Showing 1–6 insights out of 18 results