TDTT

Weekly Report: what happened at TDTT last week (0415-0419)?

Weekly Report: what happened at TDTT last week (0408-0412)?

2024 Strategic Positioning Update

Home Investing Strategy Fixed Income Analysis 2024 Strategic Positioning Update explains how Russell Investments is positioning its portfolios for the next five years. The firm maintains a cautious risk stance and is leaning toward equities over credit. Recession risk remains elevated, but the markets are priced for an optimistic scenario. The Fed is expected to lower rates in 2024.

Weekly Report: what happened at TDTT last week (0401-0405)?

AllianceBernstein warns of higher structural inflation

AllianceBernstein warns of higher structural inflation in the years ahead. The financial institution says investors are selling inflation protected securities in the mistaken belief that they're no longer needed. AllianceBernstein believes we're entering a new regime of higher inflation. The firm says investors may want to boost their allocations towards inflation protection.

How Mega-Forces Will Reshape The Macro Regime And Investing

Why Investors Need Inflation Protection Now

Dawn Of A New Regime: Implications For Fixed Income

Mounting pressures from macro megaforces point toward higher structural inflation and lower real GDP growth in the years ahead. We think higher inflation and slower economic growth will reverberate across the global fixed-income markets. Three powerful forces: deglobalization, demographics and climate change.