Investment analysis for yield and duration-focused investors
In a higher inflation and interest rate environment, we believe Singapore equities may be comparatively well positioned against REITs and bonds, supported by earnings growth and structural policy t...
In financial markets, prevailing wisdom rarely stands still for long. Over the past two decades investors have had to navigate the global financial crisis, the era of ultra-low interest rates, the...
• Energy prices fell and markets rose after the US and Iran signed a memorandum of understanding. • In the US, new Fed chairman Kevin Warsh left rates unchanged but had to withdraw mention of...
Explore one of our recent reports, which navigates the geopolitical race for humanoid dominance.
Canadian bond markets continued their upward momentum in May, despite a continued rise in year-over-year inflation (2.8% in April vs. 2.4% in March) which came in below consensus expectations (3.1%...
The Fed’s hawkish hold reinforced higher-for-longer expectations, lifting yields and the dollar. While easing geopolitical tensions support near-term risk sentiment, persistent inflation risks and...
Western Asset: Reserve managers' decisions on EM debt go beyond investment potential—they must also weigh considerations such as governance, resources and liquidity.
With new Chair Kevin Warsh at the helm, the Federal Reserve held interest rates steady at its June meeting. Western Asset offers its analysis of the meeting and the implications for investors.
CI GAM Economist Neil Shankar analyzes the June 17 Federal Reserve update, highlighting a new policy era under Chair Kevin Warsh, evolving guidance, and implications for interest rates and the broa...
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