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Q3 2021: Zooming in on inflation

Inflation is dominating the economic discussion, and with good reason. Rising inflation and the Fed’s hawkish pivot have critical implications for interest rates and investors.

What a red-hot labor market means for the economy

June added 850,000 new jobs, but the underlying trends in the labor market defy any prior cycle in ways that could add to inflation and complicate Fed policy.

Energy market commentary: June 2021

Strong performance has led to inflows into energy funds, both for traditional energy and renewables.

Credit market commentary: June 2021

The duration-sensitive Barclays Agg posted its third positive return of the year in June as long-term interest rates declined slightly.

Q3 2021: Heating up

As the economy rebounds, CRE fundamentals are materially improving. Still, investors must navigate uncertainty around how pandemic trends will impact certain property sectors.

Absolute return for an uncertain world

History shows us that absolute return strategies have historically delivered on many of the goals of traditional fixed income—and have successfully navigated the challenges markets currently face.

Research Roundtable: Q3 2021 Market outlooks

Members of the Investment Research team gather to discuss their predictions for Q3 2021.
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