SBrian Smedley, Chief Economist and Head of Macroeconomic and Investment Research, and Portfolio Manager Adam Bloch provide our macro and markets outlook.
Selected charts from our First Quarter 2017 Fixed-Income Outlook reflect market conditions as the Fed’s path and President Trump’s policy agenda come into focus.
The Fed will likely need to hike rates at a faster pace than the markets are pricing in.
Ten charts illustrate the global macroeconomic trends most likely to shape the investment environment in 2017 and beyond.
Markets will be grappling with a tightening labor market, rising inflation, and, not least, a new administration.
At a glance, selected charts from our Fourth Quarter 2016 Fixed-Income Outlook highlight views from our fixed-income investment team on relative value and macroeconomic conditions.
At a glance, selected charts from our Third Quarter 2016 Fixed-Income Outlook highlight views from our fixed-income investment team on relative value and macroeconomic conditions.
Our third-quarter Macroeconomic Outlook indicates that a strong U.S. consumer combined with a wary Fed and global stimulus should support U.S. credit markets.
At a glance, selected charts from our Q2 2016 Fixed-Income Outlook summarize our current economic outlook and views on relative value.
U.S. economic growth was below trend in the first quarter, but our second-quarter Macroeconomic Outlook calls for a rebound in the second half of 2016.
Our first-quarter Macroeconomic Outlook suggests recession fears are overblown, and that the oil market should rebalance in the second half.
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