| Market Pulse • 30-Jun-2021 | |
The Policy Puzzle: Procyclical or Countercyclical
Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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| Market Pulse • 25-May-2021 • 12:00 Min | |
Fixed Income Update with Kevin Lynyak
Fixed Income Managed Solutions
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.
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| Market Pulse • 11-May-2021 • 10:51 Min | |
Fixed Income Update with Kevin Lynyak
Fixed Income Managed Solutions
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.
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| Market Pulse • 05-May-2021 • 4:54 Min | |
Five Reasons To Be Bullish on the American Consumer
Active International Allocation Team
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, outlines her five reasons to have confidence in the American consumer.
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| Market Pulse • 29-Apr-2021 | |
A Strong Recovery in the Economy is Still Falling Short of Fed Objectives
Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies for the Global Fixed Income Team, shares his macro thematic views on key market drivers.
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| Market Pulse • 28-Apr-2021 • 9:54 Min | |
Fixed Income Update with Kevin Lynyak
Fixed Income Managed Solutions
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.
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| Market Pulse • 30-Mar-2021 • 8:42 Min | |
Fixed Income Update with Kevin Lynyak
Fixed Income Managed Solutions
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.
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| Market Pulse • 16-Mar-2021 • 10:22 Min | |
Fixed Income Update with Kevin Lynyak
Fixed Income Managed Solutions
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.
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| Market Pulse • 02-Mar-2021 • 16:47 Min | |
Fixed Income Update with Kevin Lynyak
Fixed Income Managed Solutions
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.
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| Market Pulse • 11-Jan-2021 • 10:37 Min | |
Fixed Income Update with Kevin Lynyak
Fixed Income Managed Solutions
Kevin Lynyak, Head of Fixed Income Managed Solutions and Lead Fixed Income Portfolio Manager, discusses trends, risks and opportunities in the fixed income markets. Listen now.
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| Market Pulse • 16-Dec-2020 • 9:42 Min | |
The Case for Commodities This Decade
Active International Allocation Team
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Portfolio, discusses commodities and their potential long-term benefit to emerging market economies.
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| Market Pulse • 14-Dec-2020 • 7:11 Min | |
A Few Things Still on the Shopping List: Macro and Politics Do Not Take Days Off
Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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| Market Pulse • 07-Dec-2020 • 6:59 Min | |
Will the U.S. Job Loss Scarring Be Permanent?
Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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| Market Pulse • 02-Dec-2020 | |
The Year Ahead for the U.S.: Fundamental Challenges Exist, but Policy Will Prevail
Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides a timely insight on the fixed income markets today.
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| Market Pulse • 30-Nov-2020 • 7:42 Min | |
What the Bond Market Is Telling Us About the Future of the Economy
Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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| Market Pulse • 16-Nov-2020 • 6:24 Min | |
First Look at 2021: Too Much Liquidity Chasing Too Few Assets
Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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| Market Pulse • 09-Nov-2020 • 7:21 Min | |
Presidential Election Series: The 4 Major Market Implications of a “No Blue Wave” Scenario
Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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| Market Pulse • 02-Nov-2020 • 6:25 Min | |
Presidential Election Series: Expect More Questions Than Answers – and Rising Volatility
Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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| Market Pulse • 30-Oct-2020 • 09:39 Min | |
The Markets and Presidential Elections Through a Historical Lens
Active International Allocation Team
Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Portfolio Manager of the Active International Allocation Portfolio, takes a historical look at the markets and presidential elections.
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| INSIGHT AUDIO • 30-Oct-2020 | |
Presidential Election Series With Jim Caron
Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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| Market Pulse • 26-Oct-2020 • 7:44 Min | |
Presidential Election Series: Pricing in the Return of Demand
Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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| PATH • 23-Oct-2020 | |
Market Update: A Silver Lining on the Horizon
Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.
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| Market Pulse • 19-Oct-2020 | |
Presidential Election Series: The Impact of the Tax and Spending Plans
Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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| Market Pulse • 05-Oct-2020 • 7:43 Min | |
Bonds Are Repricing on the U.S. Election
Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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| Market Pulse • 28-Sep-2020 | |
October Discovery: Is the Price Right?
Global Fixed Income Team
Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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| Market Pulse • 21-Sep-2020 • 6:42 Min | |
A Mixed Bag of Data, but Optimism About the Future
Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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| Market Pulse • 14-Sep-2020 • 4:47 Min | |
Fed Focus: Credit Rates and Solvency Risk
Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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| PATH • 08-Sep-2020 | |
Warning: Ice on the road ahead
Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.
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| Market Pulse • 08-Sep-2020 • 6:01 Min | |
Risk Off Today, but a Silver Lining Is on the Horizon
Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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| Market Pulse • 31-Aug-2020 • 5:58 Min | |
History in the Making: A Reworking of Fed Policy
Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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| PATH • 21-Aug-2020 | |
Global markets: China’s positive outlook may not benefit the rest of the world
Andrew Harmstone, Manfred Hui, Christian Goldsmith
The GBaR team provides an update on its latest market views and asset allocation positioning.
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| Market Pulse • 21-Aug-2020 | |
Where to Go From Here? Reimagining the Fed’s Policy Response Function
Global Fixed Income Team
In his latest Market Pulse, Jim Caron looks at how investors are incentivized to align with the Fed's policy response function, which should broadly support asset prices and ease financial conditions.
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| Market Pulse • 29-Jul-2020 | |
Market Pulse with Jim Caron: The Fed Keeps Rates Low While the Dollar Weakens
Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today.
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| Market Pulse • 06-Jul-2020 • 6:36 Min | |
Will the Sizzle Fizzle?
Global Fixed Income Team
Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
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