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Article: “I Don’t See the Stag or the ‘Flation”
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“I Don’t See the Stag or the ‘Flation”

Fed Chair Powell puts stagflation in context: GDP is bubbling along and inflation is on a yearlong cooling path, giving bond investors reason for optimism.

June 5, 2024
Article: Rate Outlook Swings on a Pendulum of Extremes
Fixed Income Perspectives

Rate Outlook Swings on a Pendulum of Extremes

May 21, 2024
Article: The Reckoning (and Renaissance) in Commercial Real Estate

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Excess capital yield: A better framework for value investing

April 18, 2024
After a decade of lagging growth stocks, value investing is seeing a resurgence. But as traditional value metrics used for a century have struggled to remain relevant, we recognize that successful value investors must evolve with the changing market environment. It’s time to reassess how to take advantage of this opportunity through a new lens.
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