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Market Pulse  •  23-Jun-2022

The Fed Cannot Contain Inflation Alone – Fiscal Policy Is Required 

Jim Caron
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his views on inflation.

market-pulse page
Market Pulse  •  13-Jul-2021

Beyond Diversification: The Case for Active Multi-Asset Funds 

Andrew Harmstone, Manfred Hui
There are two keys to managing a multi-asset portfolio successfully: One, a manager must be truly active, and two, they must manage to a volatility target, not a benchmark. The Global Balanced Risk Control team discusses.

market-pulse page
Market Pulse  •  30-Jun-2021

The Policy Puzzle: Procyclical or Countercyclical 

Jim Caron
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.

market-pulse audio
Market Pulse  •  29-Jun-2021  •  4:29 Min

Why the Commodity Boom Can Last 

Jitania Kandhari
Jitania Kandhari, Co-Lead Portfolio Manager of the Active International Allocation Strategy and Head of Macro and Thematic Research for the Emerging Markets Equity Team, thinks the recent surge in commodity prices has years to run.

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