Viewpoints about Federal Reserve
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Economic road map for 2022: from stagflation to steadier growth
Shifting inflation expectations, supply chain bottlenecks, and increasingly hawkish central banks. We examine how a rapidly evolving macro landscape might affect growth in the year ahead.
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2022 outlook: don’t get too comfortable in the fast lane
The co-strategists behind our popular Market Intelligence report share their 2022 outlook for markets, inflation, central banks, rates, and more.
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The road to net zero: Three-minute macro
COP26 has us thinking about the massive expense – but also the potentially larger economic benefits – of the transition to a green economy over the coming decades. Also at the top of our minds is the continuing woes in global supply chains, while we’re also thinking that the Fed may have to change its tone (and its stance) in the coming months.
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Inflation: what’s next, and how to position portfolios
Many investors are wondering if inflation is here to stay, and how a sharply rising Consumer Price Index (CPI) may impact performance across asset classes.
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Portfolio Intelligence podcast: is inflation here to stay?
The inflation rate has been running hot lately as supply chain delays and shortages are affecting the Consumer Price Index (CPI).
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Portfolio Intelligence podcast: debunking four fixed‐income investing myths
Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, join John Bryson to take a close look at the global bond markets and zero in on some false narratives they’re seeing again and again.
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Dispelling today’s four common bond investing myths
Avoid these four bond investing mistakes by focusing on data over false narratives.
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Macro anchors shaping the global growth outlook
The current global economic recovery remains delicate. We examine key macroeconomic themes that could influence global growth trajectory in the near term.
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Rising inflation is no reason for investors to head for the sidelines
Higher rates of inflation and a steeper yield curve may have captured headlines, but it's not all bad news. We take a closer look at the implications and emerging opportunities for fixed-income investors.
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Midcycle investing: a guide to portfolio construction
Different phases of the economic cycle can call for a different investment approach. We put current conditions in context and offer ideas for tilting portfolios toward midcycle opportunities.
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