Explore our thinking about today's financial markets
Why flexibility matters if Treasury yields climb
March 6, 2019 | Fixed income
An active, flexible posture on rate risk could be helpful given the reasons why Treasury yields might rise from recent low levels.
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Capital Markets Outlook
We see a mid-cycle slowdown, but upside on the horizon
January 16, 2019 | Capital Markets Outlook
As the S&P 500 Index teetered on the verge of a bear market at year-end, we fielded numerous questions about the prospects for an impending recession.
Fixed Income Outlook
Global growth outlook cools amid higher interest rates and market volatility
January 31, 2019 | Fixed Income Outlook
The outlook for global growth in 2019 has slipped because of rising real interest rates, trade tensions, and asset market volatility.
Equity Outlook
The upside of the downturn
January 25, 2019 | Equity Outlook
Equity investors worldwide greeted the new year with an array of heightened concerns.