Beyond Bulls & Bears

A More Accommodative Fed
Fixed Income

A More Accommodative Fed

While market consensus currently seems unconcerned about inflation, we know this could change quickly. Longer term, we certainly think higher-than-anticipated US inflation is a potential risk.

This Is Not 2008

This Is Not 2008

The risk aversion across emerging markets appears to have reached a maximum state of unwarranted pessimism, in our view, and we see a vast set of valuation opportunities amid the volatility.