Article: A Buy-the-Dip Opportunity?
Fixed Income Perspectives

U.S. economic growth is expected to slow this year, and the risk of a recession has certainly risen.

April 23, 2025
Article: Historic Reform or Gathering Storm?
CIO Roundtable
March 27, 2025
Article: As Equities Rattle, Bonds Quietly Adjust
Fixed Income Perspectives
March 21, 2025

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Fixed Income Perspectives: A Buy-the-Dip Opportunity?

April 23, 2025
U.S. economic growth is expected to slow this year, and the risk of a recession has certainly risen. While credit spreads have widened from historically tight levels, they are not flashing warning signs. Is this a buy-the-dip moment?

CIO Roundtable: Historic Reform or Gathering Storm?

March 27, 2025
As policy uncertainty clouds the economic horizon, how much of this year’s market volatility is being driven by sentiment, and how much is declining fundamentals? Our experts take a look.

Fixed Income Perspectives: Themes for 1H25

December 18, 2024
As investors prepare for the effects of higher-for-longer rates and a new administration in 2025, we offer five themes we think will drive fixed income markets in the first half of the year.

Capital Market Assumptions 2025

November 21, 2024
Our long-term return expectations serve as key inputs into strategic asset allocation for multi-asset portfolios and provide context for shorter-term forecasting.
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