Despite some commentary on news networks suggesting rates aren’t rising due to inflation worries, ignoring the data is difficult. Outlook Treasury Rates Continue To Rise As Inflation Swaps Break Out
Investors should prepare their portfolios as the next decade may be one of vigorous markets and healthy active management. Outlook Strategies Finishing Strong and Preparing for the Year Ahead
The gap between the ESG performance of Japanese and European companies (as measured by the FTSE Russell ESG Score) seems to have narrowed, Sustainability Rewarding ESG Disclosures
The U.S. Treasury (UST) 10-year yield could trend toward 5% in 2025, supported by a combination of historical averages and a steepening Treasury yield curve. Outlook Five Alive: Where Is the Treasury 10-Year Yield Headed?
It’s all about rates, the dollar, and inflation expectations. If economic data continues to surprise to the upside, rates could climb even higher. Outlook Rates And Inflation Swaps Surge As Stocks Tumble On Hot …
The whole Y2K problem stemmed from an issue that now seems anachronistic, but its market implications were felt for some time. Outlook Reflections 25 Years Ago Today, Many of Us Were Terrified
This new year, let us all resolve to be more socially-committed global citizens, and leave the right kinds of footprints behind us. Reflections Sustainability Footprints in Time
The risks of high tariffs and a potential trade war may have a greater impact on currency markets going forward. Outlook Elections Extend US Dollar Strength
Stocks finished the week mixed, bookending losses around midweek gains as investors digested fresh inflation data. Outlook Mixed Data, Mixed Results
While the NGEU funding provides significant fiscal boost to the Euro area economy, the impact diverges between EU nations. Strategies The Forgotten Stimulus
The Fed decided to give investors a 25-basis point rate cut as a gift of cheer in their stocking. Outlook Fed Watch: A 25-Basis Point Stocking Stuffer
May your investments help you wrap up not just your presents, but also the year, in the loveliest ways! Reflections Wrapping Up The Year