A weaker than expected non-farm payroll print was the catalyst to a risk-off panic that began the month. Markets were quick to price in a hard landing scenario, and there was even chatter of intermeeting rate cuts from the Fed.
Co-head of emerging market debt Brad Godfrey shares the potential diversification, income and return advantages of a growing and powerful asset class.
Craig Brandon, Co-Head of Municipals at Morgan Stanley Investment Management, joins Bloomberg Surveillance Radio
Jim Caron, CIO of the Portfolio Solutions Group, shares his macro thematic views on key market drivers.
Assembly lines worldwide are humming with activity, signaling a promising revival of the manufacturing sector after decades of sluggishness.
One of the benefits of conducting fundamental research with a well-resourced investment team is the capacity to search far and wide for investment candidates.
Discover why the current market is conducive to market-neutral strategies, with the ability to generate alpha on both the long and short sides of portfolios.
Given the Fed is expected to start cutting interest rates in 2H24, we believe now is an excellent time to consider an allocation to REITs.
