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Debt ceiling looms large: Economic and market impact

Our team of experts break down what exactly is happening in Washington D.C., and how it might affect our economy and financial markets.

Don’t get carried away with the hype: Galactic Mean Reversions don’t end overnight!

A new strategy note from Chief Market Strategist Troy Gayeski

Credit has never had consecutive negative annual returns

Are credit markets poised for a bounce back? They have never seen two consecutive down years. This week’s chart looks at historical credit returns.

Q4 2022 3D Report: We won’t get fooled again

Periods of mean reversion have always been a positive for the Global Allocation space. Read more about why we believe one such period is arriving and the opportunities we see in the global financial markets.

The 3D Report: Q4 2022 recap—We won’t get fooled again

Ryan Caldwell and Lara Rhame reflect on the events of 2022, and how they’ll continue to impact the financial markets in the new year.

Global central bank guide: February 2023

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

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.

International equities reassert themselves

The current rally looks very different from the last one. This week’s chart looks at the composition of returns in 2023 vs. 2021.

Credit market commentary: January 2023

In a remarkable turnaround from last year’s pervasive negativity, credit markets rallied strongly in January.
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