Tag: Interest Rates

Higher borrowing and input costs mean broadly buying the market does not guarantee the level of returns investors came to expect from private assets.

Could the largest valuation reset in the asset class since the global financial crisis create a compelling opportunity for institutional investors?

As 2026 kicks off, investors are ‘trying to extrapolate potential risk factors’ and looking to diversify.

With key inflation and jobs reports delayed, allocators brace for a foggy December—balancing risk, volatility and uncertainty about the Federal Reserve’s next move.

As the Fed prepares to lower short-term rates, the T-note confounds predictions due to its recent volatility.

Forget about that half-point cut in September you had heard about, strategists say.

The market does get cases of the heebie-jeebies, but in recent times, these have been temporary.

U.S. consumers usually reduce taking out loans in a slump, so one likely winner in the coming downturn, per BCA’s Papic, is homebuilders’ stocks.

Other emerging market nations, such as Taiwan and India, are compensating for weakness in the Chinese market.

Investment-grade and high-yield corporate bonds, small caps and European stocks lead the firm’s list.