Blog Sinais de recuperação nos mercados globais Dan Ivascyn, CIO do Grupo, discute os riscos e oportunidades nos mercados emergentes e onde os investidores podem encontrar ideias de alta convicção em todo o mundo.
Para percepções adicionais sobre nossos pontos de vista em relação às diversas classes de ativos, leia Visão das classes de ativos: Cortando juros para enfrentar a desaceleração LEIA AQUI
PONTOS DE VISTA Income Strategy Update: Investing in the Recovery Global economic activity is accelerating, yet risks remain and valuations appear stretched. A broad and flexible portfolio is crucial.
Blog Fiscal Spending Could Cause a U.S. Growth Spike – Compounding Investors’ Concerns on Inflation A large fiscal package geared toward pandemic relief will likely boost U.S. growth even further in 2021, but long-term inflationary risks are still balanced.
PONTOS DE VISTA Emerging Markets Asset Allocation: Investing Into the Upswing Accelerating global economic growth, abundant liquidity, and attractive relative valuations suggest strong potential returns ahead, warranting a larger allocation toward emerging markets investments.
Blog Fixed Income: Low Yields Don’t Tell the Whole Story Bonds continue to offer numerous benefits and potential for appreciation.
Blog Inflation Outlook: Relatively Range‑Bound Group CIO Dan Ivascyn discusses the factors that will likely keep inflation in check over the longer term.
In Depth Lessons From the March 2020 Market Turmoil Markets largely held up in last year’s liquidity crunch, but we believe policymakers should address a few soft spots.
Secular Outlook Escalada da desestabilização A pandemia ampliou os desestabilizadores de longo prazo, aumentando a importância da seleção de crédito e da geração de alfa.