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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 audio
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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