FAIL

Inflection Points: And Just Like That... Rising Election Risk

U.S. Elections: What A Trump Win Would Mean For Emerging Markets Debt

Weekly Report: what happened at FAIL last week (0715-0719)?

Asset Allocation Committee Outlook Q3 2024: Policy And Politics

Asset Allocation Committee Outlook Q3 2024: Policy And Politics. Neuberger Berman says political and market volatility is likely to rise in the second half of the year. We are concerned that the U.S. Federal Reserve may wait too long to make its first rate cut.

Weekly Report: what happened at FAIL last week (0708-0712)?

Fixed Income Perspectives: Looking Ahead At Q3 2024 - A Resilient U.S. Economy Is Keeping Rate Cuts On Hold... For Now

Despite policy rate cuts remaining elusive, several tailwinds are boosting a resilient U.S. Economy. Global central banks are actively transitioning onto a path of easing policy. Many fixed income asset classes are poised for potential outperformance heading into the second half of the year.

Crossing The Frontier Of Emerging Markets Debt

William Blair says emerging markets debt is still attractive due to an improvement in fundamentals and attractive yields. Frontier markets have benefited from commodity prices because they are overwhelmingly commodity exporters. Growth differentials between EMs and developed markets are shifting in favor of EMs. A soft landing in the U.S. Would support EM returns.

Weekly Report: what happened at FAIL last week (0701-0705)?