Explore our thinking about today's financial markets
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The long-term investment case for stocks and bonds
July 5, 2022 | Asset allocation
A study of the long-term investment performance of stocks and bonds can offer insights for bond investors today.
Capital Markets Outlook

The end of the Great Moderation
April 13, 2022 | Capital Markets Outlook
Russia's invasion of Ukraine may stop the string of more moderate business cycles since 1982 and raise the risk of recession.
Fixed Income Outlook

Bond market swings mirror investor unease
April 26, 2022 | Fixed Income Outlook
The first quarter was a challenging time for global financial markets.
Equity Insights

Now what? What's next for tech
July 5, 2022 | Equity Insights
Although there are near-term challenges, we believe there remains a long runway for growth as technology companies penetrate massive addressable markets.

Yield curve inversion and market performance
At its March meeting, the Federal Reserve raised the federal funds rate by 25 basis points. The central bank also indicated that this is likely the start of a tightening cycle, as policymakers attempt to dampen the elevated levels of inflation seen since the start of the pandemic.

A look at inflation and investment performance
Investors are concerned about rising inflation going forward. We researched recent history to better understand how different asset classes perform during periods of increasing core inflation as measured by the Personal Consumption Expenditure Core Price Index.
The views and opinions expressed are those of the speaker, are subject to change with market conditions, and are not meant as investment advice.