Every major innovation has its cheerleaders insisting that “this time is different.” In the case of artificial intelligence (AI), that could well be true as its development represents a break from past technological cycles.
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
Overview of the trends and developments in the Agency MBS and Housing Markets.
Targeted Strategies Required for Evolving Demand and Rising Geopolitical Risk
In this video, we highlight five important themes, amongst others, that we see across the global investment landscape.
Learn why we’re maintaining a neutral duration stance across developed markets, why we believe EM sovereign and corporate debt remain a standout opportunity and why we remain underweight in IG credit, as we explore the fixed income market in 2026.
We explain the factors that determine market efficiency and offer a taxonomy of the sources of inefficiency.
