Central banks set to kick off easing cycles as inflation cools

Time to rethink fixed income portfolio

An inverted yield curve refers to a situation in which short-term interest rates are higher than long-term interest rates for government bonds of the same credit quality. Inversion is considered unusual because, under normal circumstances, longer-term bonds tend to have higher yields than shorter-term bonds.

Hawkish stances risk overtightening and causing recession

During this Fed hiking cycle emerging markets have been split into two camps.

Our investment framework is constantly adapting to the challenges of change

Inflation is one of the great economic debates and often leaves big economic thinkers at loggerheads. I am not a financial titan, but looking at the world from 100,000 feet, the conditions are in place for the world to see inflation heading meaningfully lower.

The banking sector is an integral part of the U.S. small-cap investment universe

For a long time, it has made no sense to keep money under your mattress or invested in cash-like instruments (short dated, fixed return) such as money market funds, without facing an inflation-adjusted loss.