Help hedge inflation and interest-rate risk with enduring assets
After lying dormant for the last decade, inflation and interest-rate risk have risen, returning to the investment conversation. See how to prepare your portfolio.
Viewpoints about interest rates
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How to value a currency: a closer look at the opportunities in FX markets
Currency markets are an underappreciated risk—and opportunity—when it comes to international investing. We take a closer look at the factors that drive currencies' performance.Read more -
Why rising interest rates are good for banks
Rising short-term rates are widening the spread between banks' deposit costs and loan yields, bolstering earnings across the banking industry.Read more -
Six reasons why we’re bullish on U.S. bank stocks
U.S. banking stocks are supported by cyclical and secular tailwinds. Here's why the industry may still have room to run.Read more -
At 2%, a little inflation goes a long way
With inflation finally ticking up to 2%, will the Fed start hiking rates at a more aggressive pace? We take a closer look.Read more -
The Fed strikes a hawkish tone
This was Fed Chair Powell’s first press conference. How did the new kid do? Find out—and get the key implications for investors.Read more -
The case for emerging-market debt as a long-term, strategic income allocation
Once a tactical allocation for investors with high risk tolerances, emerging-market debt today is a changed landscape. See why we think it has a role to play in a range of portfolios.Read more -
What is bond duration, and why does it matter now?
Rising rates are taking a toll on bond prices this year. Understanding bond duration is one way to find out how your portfolio may fare.Read more -
How low can they go? Weighing the outlook for credit spreads after tax reform
Corporate bond valuations are already tight. With companies poised to reap the benefits of tax reform, can credit spreads get even tighter? Take a closer look.Read more -
Bond market turbulence: putting the recent volatility in context
Long-term yields are up sharply in recent days. We take a closer look at what’s been driving that volatility and what may be in store over the near term.Read more