Insights
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Investors in US fixed-income markets may want to strike while the iron is hot.
Investors need a better grasp of risk-management tools to gauge a portfolio’s strategic resilience in a rapidly changing world.
This may be the right time for multi-asset investors to consider emerging-market assets.
Rate cuts don’t happen in a vacuum—staying nimble with asset allocation can help investors adapt.
The tide has turned for bonds. Here’s what we think is in store for 2024.
Despite a range of shocks, the global economy stayed resilient throughout 2023. What course will it take in 2024?
Investors are entering the new year with many concerns about macroeconomic conditions and market volatility. The heads of our fixed-income, equities and alternatives businesses lay out some of the key investment storylines to watch in 2024.
Equities have an important role to play in a diversified allocation today, to help hedge against inflation and to navigate a lower-growth environment.
Not all stocks have behaved the same in the US market in recent months. Quality and defensive equities deserve a closer look.
As we close the book on 2023, the theme of “resistance” should transition to “normalization.” Despite a challenging second half of the year, our assessment of the capital-markets landscape still shows opportunities in the stock and bond markets.
The 10-year US Treasury yield has climbed ever higher in recent weeks. Technical conditions are in the driver’s seat for now, but fundamentals should prevail over time.
In a market burdened by uncertainties, a flexible approach can help equity investors strike the right balance between short-term risks and long-term opportunities.
The US government has avoided a shutdown, but changing the fiscal trajectory requires tackling a sizable budget deficit, so fiscal policy should remain a friction point for the economy and markets.