In a new quarterly series, our brightest minds challenge assumptions on macro trends and market analysis to share unique strategies for navigating a complex investing landscape.
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Navigating today’s uncertain investing environment requires an understanding of the forces driving markets. Our three-part series, Holding Altitude: Perspectives for Volatile Times.
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How Infrastructure Equities Could Provide Stability in a Volatile Environment
Japan’s New PM Bodes Well for Equities, Less So for the Yen
Potential Reasons for Optimism on Emerging Market Local Currency Debt
The OBBBA: Fiscal Challenges in the U.S. and Around the World
Latest U.S. Economic Data: ‘Noisy’ But No Surprises
Global Macro Playbook: Assessing the Sino-US Trade War 2.0
Holding Altitude: Fixed Income Perspectives for Volatile Times
Video: Why Recent Market Turbulence Could Uncover Value Stock Opportunities
Video: Why Multiple Tailwinds Could Benefit Infrastructure
Video: Why Volatility Can Mean Opportunity in Core Plus Strategies
Video: Why it May be the Time to Consider a Global Fixed Income Approach
Crisis and Comeback: Market Behavior During Historical Bouts of Volatility
European Infrastructure: Power boom without the premium
Structured Credit: Interesting Investments from Fast Food to Cloud Computing
Inflation and Magnificent 7 Volatility Could Point to Large Cap Value Opportunities
This material has been provided for informational purposes only and should not be construed as investment advice or a recommendation of any particular investment product, strategy, investment manager or account arrangement, and should not serve as a primary basis for investment decisions. Prospective investors should consult a legal, tax or financial professional in order to determine whether any investment product, strategy or service is appropriate for their particular circumstances. Views expressed are those of the author stated and do not reflect views of other managers or the firm overall. Views are current as of the date of this publication and subject to change. The information is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be and should not be interpreted as recommendations. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission.
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