Investment Trends in Focus Quarterly Roundtable

Podcast
41 min listen
October 12, 2023
In this episode

Our quarterly roundtable examines markets, and market-moving events to help institutional investors as they determine the best way forward; across asset classes and parsing out differences between developed and emerging markets.

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Perspectives Podcast

Join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.

Markets in Focus: Narrow Yield Spread and High Crowding Pressure Equities

A historically narrow U.S. equity/bond yield spread could tempt asset allocators to shift exposure away from U.S. equities, opening the door to rising equity-market volatility.

Macro Scenarios in Focus: Higher Rates for Longer

A survey of economists suggests that the U.S. could avoid recession in the next 12 months while rates are expected to stay higher for longer. This forecast is aligned with our soft-landing scenario.

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