Insights

2 minute read

The Fed opts against raising rates, but doesn't rule out another hike this year.

2 minute read

They've stabilized somewhat but still face pressures.

3 minute read

Rhetorically speaking, China may have long Covid.

3 minute read

Senior Portfolio Manager R.J. Gallo can think of seven reasons.

2 minute read

With the impact of its tightening still not apparent, the Fed opted for another modest rate hike. 

4 minute read

Consensus has taken a beating but is still standing.

3 minute read

MBS issued by U.S. housing agencies could have advantages for investors if the economy slows.

5 minute read

Defensive positioning didn’t hurt the first half. In the second half, it may help.

6 minute read

Don’t fight the Fed. Don’t fight the tape either.

2 minute read

The Fed skipped a rate hike but suggested more could come. 

3 minute read

Our southern neighbor is firing on all cylinders.

2 minute read

And the case for bond returns is getting stronger.

3 minute read

Opportunities as varied as countries that fall under the emerging markets umbrella.

43 minute listen

Stubborn inflation, strong consumption data and a robust labor market are clouding the economy’s path.

5 minute read

Volatile markets can offer opportunities.

3 minute read

Fed Chair Powell made the case for another quarter-point hike amid the banking turmoil.

3 minute read

But banking issues brought to the fore this week are discomforting.

7 minute read

Inflation, consumer strength move bonds closer to the Fed. Stocks still keeping some distance.

3 minute read

And that's creating challenges for fixed-income positioning.

3 minute read

An improved high-yield asset class might not flash the same signs for reentry as in past economic downturns.

Persistent inflation and the Fed’s efforts to fight it will lead to a mild recession, but investors can find opportunities across equity, fixed income and cash.

2 minute read

Rancor aside, with ‘extraordinary measures’ the debate over the U.S. debt limit has time to be resolved.

5 minute read

2022 was all about rates; this year is more nuanced.

Three things to watch in 2023.

Three things to watch in 2023.

The Fed pushes back against market expectations.

45 minute listen

Silvia Dall’Angelo, Donald Ellenberger and Steve Chiavarone discuss global inflation and whether the markets have already priced in a recession. 

Municipal securities have much to offer if the economy slows.

Wide corporate bond spreads are enticing, but the time to add to credit sectors hasn't come yet.

Fed Chair Powell indicates the pace of hikes is not as crucial as arriving at the right place.

As they bide their time, investors should focus on strengthening portfolios.

With peak yields in sight, better times may be too.