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Municipal Fixed Income

Cowabunga! What a year!

Typically,fixed income returns would be below average in the face of strong equity markets. But that was far from reality.
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U.S. Fixed Income

Is inflation Frozen too? Should the Fed Let it Go?

If the economy has been expanding for a decade, why isn’t inflation higher?
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Market and Economic

U.S. consumers: Confident amid the crosswinds

Signals from labor markets, household balance sheets and consumer sentiment suggest that room for optimism remains and the consumer can persist as a driver of the economic cycle.
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Municipal Fixed Income
February 2020
Cowabunga! What a year! Typically,fixed income returns would be below average in the face of strong equity markets. But that was far from reality.
READ MORE
U.S. Fixed Income
February 2020
Is inflation Frozen too? Should the Fed Let it Go? If the economy has been expanding for a decade, why isn’t inflation higher?
READ MORE
Market and Economic
February 2020
U.S. consumers: Confident amid the crosswinds Signals from labor markets, household balance sheets and consumer sentiment suggest that room for optimism remains and the consumer can persist as a driver of the economic cycle.
READ MORE
Responsible Investment
February 2020
Living wage in the retail sector We are working with a group of companies, NGOs and an agency for international development cooperation to develop and pilot a methodology for ‘social opportunities scenario analysis’, which would help companies to consider the trade-offs between short-term cost management and long-term employee satisfaction and performance in a more structured way.
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International Equities
February 2020
Impeachment, coronavirus, brushfires...who would be in the forecasting business? January threw up more than its share of hurdles but, until the last week of the month, stock markets shrugged and just kept rolling along.
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Market and Economic
February 2020
Coronavirus: The potential impact on markets Though we view the impact of the coronavirus as largely transitory, we still believe there is reason for caution. 
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U.S. Fixed Income
February 2020
February 2020 Fixed Income Market Update In our view, the recent market jitters should not be interpreted as a significant negative shift for markets or the U.S. economy.
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Multi-Asset
January 2020
FOMC Policy Announcement — On Hold The FOMC kept the fed funds target range unchanged for the second consecutive meeting, with the policy statement showing few modifications.
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Emerging Markets Equities
January 2020
2020 outlook: Opportunity for active investors in emerging markets There is in the region of 25,000 listed companies in developing countries. This is a very substantial searching ground for active investors. There are many best-in-class businesses, run by top quality management who have identified an opportunity and who have built fantastic franchises.
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International Equities
January 2020
The Brexit Election: What now for the UK and the EU? Few political earthquakes come as big as this one. Rarely has one issue so dominated a UK election of this importance and scale.
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U.S. Equities
January 2020
Low volatility equities: Why now, why active? Against the backdrop of rising volatility and expensive valuations for risk reduction, an active low volatility strategy that empowers investors to reduce risk at reasonable cost while maintaining equity upside for the long-term is imperative now more than ever.
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U.S. Fixed Income
January 2020
January 2020 Fixed Income Market Update In our view, the fourth quarter was a welcome respite in the otherwise near linear downward trend in rates during 2019.
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