Investments
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Beyond the Fed’s hawkish “pause”: three macro elements to consider
The U.S. Federal Reserve kept rates steady at its June meeting. But looking deeper, there are implications for investors.
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The pause before the pivot: positioning bond portfolios for an evolving policy landscape
After aggressive tightening from central banks and a broad repricing of risk, yields in the bond market are now higher than they've been in more than 15 years. The question investors now face is how to position portfolios given today's abundant opportunities—but also in light of the growing risks and looming policy shifts on the horizon.
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Five factors influencing the effectiveness of a 60/40 portfolio
We take a look at 5 macroeconomic factors that may influence the effectiveness of a 60/40 investing approach.
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Will U.S. banking woes accelerate the shift to a fragmented global economy?
The creation of a dual-tier banking system in the United States could mark the beginning of the next phase of deglobalization. We examine its likely implications for the global economy.
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Default or not, 2011’s debt ceiling battle is instructive for today’s investors
With the U.S. government again bumping up against its debt ceiling and trying to avert a potential default, investors may wish to review how a similar battle in 2011 delivered a short-term blow to financial markets.
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Three reasons CITs are gaining in popularity
In at least one key investment category, assets in collective investment trusts are expected to surpass mutual funds in 2024. Here are some of the reasons why CITs are popular.
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What are subaccount unit values and mutual fund net asset values?
Group annuity contracts offer retirement plan investments through subaccounts, which purchase shares of a mutual fund. Subaccounts have a unit value and mutual funds have a net asset value, which don’t always line up.
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Reading strength and weakness in the global banking sector
Amid turmoil in the banking sector, it's a bit of an art and a science to take the measure of a bank's resilience. But we feel confident that the issues plaguing U.S. regionals won't translate directly to non-U.S. banks. We offer our view on where the risks reside.
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Assessing risks as banks face new pressures—and the end of easy money
Recent stresses on U.S. and European banks have made it increasingly clear to us that the era of easy money is over. Here are five potential risks to the global banking system that we’re monitoring in this new environment.
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The bar to stop hiking is probably lower than the bar to cut rates
Concerns about financial stability may not have stopped the Fed from raising rates; however, there's a growing sense that we're now closer to—if not already at—the end of the U.S. rate-hike cycle.
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