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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.
Yields decline despite rising inflationary pressures
As inflation rises, longer-term yields have declined. This week’s chart looks at the yield curve as the hunt for yield gets harder.
Showing 821–830 out of 1843 results