The Gold Rush (Part 4)

The evidence shows that, from a public policy perspective, when resources are scarce, hosting the Olympic Games does not seem to be the best deal

Patience pays off… Should we keep investing in dollar-denominated fixed-income securities?

For the time being, it is hard to think that the market alone will continue with rate rallies without a more committed Fed on the way to easing interest rates.

2024 Outlook: International Fixed-Income Strategy

In our 2024 Asset Allocation Outlook, bonds emerge as a prominent asset class.

December 15, 2023 - 2 years
Agency MBS and Its Strength in the Current Market Context

Market conditions have pushed Agency MBS valuations to historically low levels, making them an attractive investment.

December 15, 2023 - 2 years