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Beyond the core: Reassessing fixed income portfolios amid rising interest rates

Recent data paints a bleak outlook for “core” fixed income. But there’s a broad opportunity beyond it that may help investors generate an attractive level of income and higher total returns while managing interest rate risk.

Madison Murphy

Ms. Murphy is an Analyst on the Fund Communications team at FS Investments where she focuses on developments in global and U.S. monetary policy. She also assists in messaging efforts across the firm’s suite of products, developing targeted communications and educational resources. Ms. Murphy holds a BBA in International Business and Finance from George Washington...

Yield curve inversion and recession jitters

Interest rates take a big step down | The yield curve inverts and alarm bells sound | The economy is cruising along, but risks loom

“Boy, that escalated quickly!” | U.S.-China trade tensions upend complacency

U.S.-China trade negotiations imploded, causing stock market complacency to quickly evaporate.

Macro matters: The other big game

Super Bowl Sunday has arrived, but another matchup is playing out every day in financial markets: The battle between Team Soft Landing and Team Hard Landing. We look at how to navigate the coming year as these two teams battle for the economic cycle.

Macro matters: The great global policy divergence

Stay up to date on the latest moves from major central banks across the world.

Macro matters: The Fed is from Mars, markets are from Venus

This isn’t a note about gender. It is a discussion of why the Fed and markets—two entities definitely in a relationship—aren’t really hearing each other.

Macro matters: Rethinking the interest rate outlook

Interest rates are renormalizing at a higher level. Investors often interpret that as a challenge—but could it be reframed as a positive?

Macro matters: Markets bear the brunt of yield curve steepening

How higher interest rates could continue to challenge public equities and bonds. Read the latest update from our research team.

Markets are suddenly vulnerable to optimism

When expectations are so positive, the threshold for a downside surprise becomes incredibly low. Publicly traded equities may be particularly vulnerable in the coming quarter.
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